DFA
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DHJJ Financial Advisors’s Samsara IOT Stock Holding History

DHJJ Financial 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 		$3.24K Hold
100
– – ﹤0.01% 704
2026
Q1 		$3.17K Hold
100
– – ﹤0.01% 701
2025
Q4 		$3.54K Hold
100
– – ﹤0.01% 668
2025
Q3 		$3.73K Hold
100
– – ﹤0.01% 642
2025
Q2 		$3.98K Buy
+100
New +$4.13K ﹤0.01% 628

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

DHJJ Financial Advisors's IOT Position: Q2 2026 in Review

DHJJ Financial Advisors held its Samsara (IOT) position steady in Q2 2026 at 100 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

DHJJ Financial Advisors first reported a position in IOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.98K in Q2 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • DHJJ Financial Advisors held 100 shares of Samsara worth $3.24K as of Q2 2026.
  • DHJJ Financial Advisors left its Samsara share count unchanged in Q2 2026.
  • Samsara made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #704 holding.
  • DHJJ Financial Advisors first reported a position in Samsara in Q2 2025 and has held it in 5 quarters since.
  • DHJJ Financial Advisors's Samsara position peaked at $3.98K in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.