Envestnet Portfolio Solutions
IOT icon

Envestnet Portfolio Solutions’s Samsara IOT Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-14,869
Closed -$527K – 1398
2025
Q4 		$527K Buy
14,869
+5,013
+51% +$194K ﹤0.01% 1034
2025
Q3 		$367K Buy
+9,856
New +$366K ﹤0.01% 1160

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
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Envestnet Portfolio Solutions's IOT Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Samsara (IOT) in Q1 2026, closing a stake of 14,869 shares — an estimated $527K sold.

Envestnet Portfolio Solutions first reported a position in IOT in Q3 2025 and held it in 2 quarters. The position peaked at $527K in Q4 2025. 539 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 14,869 Samsara shares in Q1 2026, an estimated $527K.
  • Envestnet Portfolio Solutions first reported a position in Samsara in Q3 2025 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Samsara position peaked at $527K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.