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Evercore Wealth Management’s Samsara IOT Stock Holding History

Evercore 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 		– Sell
-25,215
Closed -$894K – 430
2025
Q4 		$894K Buy
25,215
+215
+0.9% +$8.32K 0.01% 225
2025
Q3 		$931K Buy
+25,000
New +$929K 0.01% 226

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Evercore Wealth Management's IOT Position: Q1 2026 in Review

Evercore Wealth Management sold out of Samsara (IOT) in Q1 2026, closing a stake of 25,215 shares — an estimated $894K sold.

Evercore Wealth Management first reported a position in IOT in Q3 2025 and held it in 2 quarters. The position peaked at $931K in Q3 2025. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Evercore Wealth Management reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 25,215 Samsara shares in Q1 2026, an estimated $894K.
  • Evercore Wealth Management first reported a position in Samsara in Q3 2025 and held it in 2 quarters.
  • Evercore Wealth Management's Samsara position peaked at $931K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.