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
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

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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
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