Envestnet Asset Management
IOT icon

Envestnet Asset Management’s Samsara IOT Stock Holding History

Envestnet 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 		$26.1M Sell
805,430
-82,293
-9% -$2.55M 0.01% 1247
2026
Q1 		$28.1M Buy
887,723
+134,549
+18% +$4.11M 0.01% 1122
2025
Q4 		$26.7M Buy
753,174
+243,620
+48% +$9.43M 0.01% 1052
2025
Q3 		$19M Buy
509,554
+437,382
+606% +$16.2M 0.01% 1313
2025
Q2 		$2.87M Sell
72,172
-20,701
-22% -$855K ﹤0.01% 2567
2025
Q1 		$3.56M Buy
92,873
+44,324
+91% +$2.06M ﹤0.01% 2361
2024
Q4 		$2.12M Buy
48,549
+15,039
+45% +$740K ﹤0.01% 2656
2024
Q3 		$1.61M Buy
33,510
+5,582
+20% +$226K ﹤0.01% 2817
2024
Q2 		$941K Buy
27,928
+4,322
+18% +$149K ﹤0.01% 3082
2024
Q1 		$892K Buy
23,606
+14,267
+153% +$485K ﹤0.01% 3108
2023
Q4 		$312K Sell
9,339
-1,818
-16% -$50.5K ﹤0.01% 3600
2023
Q3 		$281K Buy
11,157
+2,919
+35% +$77.4K ﹤0.01% 3559
2023
Q2 		$228K Buy
+8,238
New +$183K ﹤0.01% 3632

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

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

Envestnet Asset Management reduced its Samsara (IOT) stake by 9.3% in Q2 2026, selling an estimated $2.55M and leaving 805,430 shares worth $26.1M. The position accounts for 0.01% of the portfolio, ranked #1247.

Envestnet Asset Management first reported a position in IOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $28.1M in Q1 2026. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Envestnet Asset Management held 805,430 shares of Samsara worth $26.1M as of Q2 2026.
  • Envestnet Asset Management sold 82,293 Samsara shares in Q2 2026, an estimated $2.55M.
  • Samsara made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1247 holding.
  • Envestnet Asset Management first reported a position in Samsara in Q2 2023 and has held it in 13 quarters since.
  • Envestnet Asset Management's Samsara position peaked at $28.1M in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.