Cresset Asset Management’s Samsara IOT Stock Holding History

Cresset Asset Management’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	$709K	Buy	21,873 +1,097	+5%	+$34K	﹤0.01%	1039
2026 Q1	$658K	Sell	20,776 -1,213	-6%	-$37K	﹤0.01%	943
2025 Q4	$779K	Buy	21,989 +11,600	+112%	+$449K	﹤0.01%	890
2025 Q3	$387K	Buy	+10,389	New	+$386K	﹤0.01%	1146
2025 Q1	–	Sell	-5,008	Closed	-$219K	–	1788
2024 Q4	$219K	Sell	5,008 -2,203	-31%	-$108K	﹤0.01%	1522
2024 Q3	$347K	Sell	7,211 -2,518	-26%	-$102K	﹤0.01%	1729
2024 Q2	$328K	Buy	9,729 +876	+10%	+$30.2K	﹤0.01%	1665
2024 Q1	$335K	Buy	+8,853	New	+$301K	﹤0.01%	1528
2023 Q4	–	Sell	-8,559	Closed	-$216K	–	1882
2023 Q3	$216K	Buy	+8,559	New	+$227K	﹤0.01%	1582

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Cresset Asset Management's IOT Position: Q2 2026 in Review

Cresset Asset Management increased its Samsara (IOT) stake by 5.3% in Q2 2026, buying an estimated $34K and bringing the position to 21,873 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Cresset Asset Management first reported a position in IOT in Q3 2023 and has held it in 9 quarters since. The position peaked at $779K in Q4 2025. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Cresset Asset Management held 21,873 shares of Samsara worth $709K as of Q2 2026.
Cresset Asset Management bought 1,097 Samsara shares in Q2 2026, an estimated $34K.
Samsara made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1039 holding.
Cresset Asset Management first reported a position in Samsara in Q3 2023 and has held it in 9 quarters since.
Cresset Asset Management's Samsara position peaked at $779K in Q4 2025.
548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.