CT
IOT icon

Clearstead Trust’s Samsara IOT Stock Holding History

Clearstead Trust’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 		$746 Sell
23
-116
-83% -$3.59K ﹤0.01% 946
2026
Q1 		$4.41K Buy
139
+102
+276% +$3.12K ﹤0.01% 781
2025
Q4 		$1.31K Sell
37
-9
-20% -$348 ﹤0.01% 929
2025
Q3 		$1.71K Buy
+46
New +$1.71K ﹤0.01% 1041
2025
Q2 		– Sell
-28
Closed -$1.07K – 1515
2025
Q1 		$1.07K Buy
+28
New +$1.3K ﹤0.01% 824

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 Trust's IOT Position: Q2 2026 in Review

Clearstead Trust reduced its Samsara (IOT) stake by 83% in Q2 2026, selling an estimated $3.59K and leaving 23 shares worth $746. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Clearstead Trust first reported a position in IOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.41K in Q1 2026. 549 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Clearstead Trust held 23 shares of Samsara worth $746 as of Q2 2026.
  • Clearstead Trust sold 116 Samsara shares in Q2 2026, an estimated $3.59K.
  • Samsara made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #946 holding.
  • Clearstead Trust first reported a position in Samsara in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Samsara position peaked at $4.41K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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