EWM
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Empirical Wealth Management’s Samsara IOT Stock Holding History

Empirical Wealth 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 		$616K Sell
18,982
-68
-0.4% -$2.11K 0.01% 594
2026
Q1 		$604K Sell
19,050
-8,110
-30% -$248K 0.01% 512
2025
Q4 		$963K Buy
27,160
+213
+0.8% +$8.24K 0.02% 341
2025
Q3 		$1M Buy
26,947
+93
+0.3% +$3.45K 0.02% 329
2025
Q2 		$1.07M Buy
26,854
+396
+1% +$16.4K 0.02% 307
2025
Q1 		$1.01M Sell
26,458
-12,221
-32% -$569K 0.03% 299
2024
Q4 		$1.69M Buy
38,679
+802
+2% +$39.5K 0.05% 216
2024
Q3 		$1.82M Sell
37,877
-278
-0.7% -$11.3K 0.05% 198
2024
Q2 		$1.29M Sell
38,155
-28,986
-43% -$1,000K 0.04% 232
2024
Q1 		$2.54M Buy
67,141
+752
+1% +$25.6K 0.08% 153
2023
Q4 		$2.22M Buy
66,389
+644
+1% +$17.9K 0.07% 155
2023
Q3 		$1.66M Buy
65,745
+951
+1% +$25.2K 0.06% 174
2023
Q2 		$1.8M Sell
64,794
-33,779
-34% -$749K 0.07% 166
2023
Q1 		$1.94M Hold
98,573
– – 0.08% 144
2022
Q4 		$1.23M Sell
98,573
-7,119
-7% -$81.1K 0.06% 181
2022
Q3 		$1.28M Buy
+105,692
New +$1.5M 0.07% 173

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

Empirical Wealth Management's IOT Position: Q2 2026 in Review

Empirical Wealth Management reduced its Samsara (IOT) stake by 0.36% in Q2 2026, selling an estimated $2.11K and leaving 18,982 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #594.

Empirical Wealth Management first reported a position in IOT in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.54M in Q1 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Empirical Wealth Management held 18,982 shares of Samsara worth $616K as of Q2 2026.
  • Empirical Wealth Management sold 68 Samsara shares in Q2 2026, an estimated $2.11K.
  • Samsara made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Empirical Wealth Management first reported a position in Samsara in Q3 2022 and has held it in 16 quarters since.
  • Empirical Wealth Management's Samsara position peaked at $2.54M in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.