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 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	0.08%	155
2023 Q3	$1.66M	Buy	65,745 +951	+1%	+$25.2K	0.07%	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 $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return