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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
Q2 		$19.5K Sell
600
-13,542
-96% -$419K ﹤0.01% 1800
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 $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clearstead Advisors's IOT Position: Q2 2026 in Review

Clearstead Advisors reduced its Samsara (IOT) stake by 96% in Q2 2026, selling an estimated $419K and leaving 600 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Clearstead Advisors first reported a position in IOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $448K in Q1 2026. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Clearstead Advisors held 600 shares of Samsara worth $19.5K as of Q2 2026.
  • Clearstead Advisors sold 13,542 Samsara shares in Q2 2026, an estimated $419K.
  • Samsara made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1800 holding.
  • Clearstead Advisors first reported a position in Samsara in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Samsara position peaked at $448K in Q1 2026.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.