Covea Finance’s Samsara IOT Stock Holding History

Covea Finance’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	–	Sell	-91,600	Closed	-$3.25M	–	149
2025 Q4	$3.25M	Buy	91,600 +10,600	+13%	+$410K	0.11%	118
2025 Q3	$3.02M	Buy	81,000 +17,000	+27%	+$631K	0.11%	120
2025 Q2	$2.55M	Buy	+64,000	New	+$2.64M	0.09%	117

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Covea Finance's IOT Position: Q1 2026 in Review

Covea Finance sold out of Samsara (IOT) in Q1 2026, closing a stake of 91,600 shares — an estimated $3.25M sold.

Covea Finance first reported a position in IOT in Q2 2025 and held it in 3 quarters. The position peaked at $3.25M in Q4 2025. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Covea Finance reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Covea Finance sold 91,600 Samsara shares in Q1 2026, an estimated $3.25M.
Covea Finance first reported a position in Samsara in Q2 2025 and held it in 3 quarters.
Covea Finance's Samsara position peaked at $3.25M in Q4 2025.
544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Covea Finance's 13F filing for Q1 2026, filed 15 Apr 2026.