Covestor
IOT icon

Covestor’s Samsara IOT Stock Holding History

Covestor’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
Q3 		$85K Sell
2,225
-224
-9% -$8.59K 0.05% 434
2026
Q2 		$79K Buy
2,449
+341
+16% +$10.6K 0.05% 504
2026
Q1 		$67K Sell
2,108
-1,340
-39% -$40.9K 0.05% 511
2025
Q4 		$122K Sell
3,448
-11
-0.3% -$426 0.06% 460
2025
Q3 		$129K Buy
+3,459
New +$128K 0.07% 425

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Covestor's IOT Position: Q3 2026 in Review

Covestor reduced its Samsara (IOT) stake by 9.1% in Q3 2026, selling an estimated $8.59K and leaving 2,225 shares worth $85K. The position accounts for 0.05% of the portfolio, ranked #434.

Covestor first reported a position in IOT in Q3 2025 and has held it in 5 quarters since. The position peaked at $129K in Q3 2025. 498 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Covestor held 2,225 shares of Samsara worth $85K as of Q3 2026.
  • Covestor sold 224 Samsara shares in Q3 2026, an estimated $8.59K.
  • Samsara made up 0.05% of Covestor's portfolio in Q3 2026, its #434 holding.
  • Covestor first reported a position in Samsara in Q3 2025 and has held it in 5 quarters since.
  • Covestor's Samsara position peaked at $129K in Q3 2025.
  • 498 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.