CA
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Clearstead Advisors’s Samsara IOT Stock Holding History

Clearstead Advisors’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$448K Buy
14,142
+13,345
+1,674% +$408K ﹤0.01% 740
2025
Q4 		$28.3K Buy
797
+197
+33% +$7.63K ﹤0.01% 1607
2025
Q3 		$22.4K Sell
600
-320
-35% -$11.9K ﹤0.01% 1597
2025
Q2 		$36.6K Sell
920
-18
-2% -$744 ﹤0.01% 1394
2025
Q1 		$36K Buy
938
+638
+213% +$29.7K ﹤0.01% 1256
2024
Q4 		$13.1K Sell
300
-1,846
-86% -$90.8K ﹤0.01% 1507
2024
Q3 		$103K Buy
2,146
+211
+11% +$8.55K ﹤0.01% 1024
2024
Q2 		$65.2K Buy
+1,935
New +$66.7K ﹤0.01% 1100

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return