EWA
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EverSource Wealth Advisors’s Samsara IOT Stock Holding History

EverSource Wealth Advisors’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 		$19.9K Sell
614
-125
-17% -$3.87K ﹤0.01% 2433
2026
Q1 		$23.4K Buy
739
+522
+241% +$15.9K ﹤0.01% 2407
2025
Q4 		$7.69K Buy
217
+108
+99% +$4.18K ﹤0.01% 2924
2025
Q3 		$4.06K Sell
109
-15
-12% -$557 ﹤0.01% 3244
2025
Q2 		$4.93K Buy
124
+13
+12% +$537 ﹤0.01% 3165
2025
Q1 		$4.25K Buy
111
+61
+122% +$2.84K ﹤0.01% 2575
2024
Q4 		$2.19K Buy
50
+14
+39% +$689 ﹤0.01% 2683
2024
Q3 		$1.73K Buy
36
+12
+50% +$486 ﹤0.01% 2586
2024
Q2 		$919 Buy
24
+20
+500% +$690 ﹤0.01% 2756
2024
Q1 		$140 Buy
+4
New +$136 ﹤0.01% 2813

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

EverSource Wealth Advisors's IOT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Samsara (IOT) stake by 17% in Q2 2026, selling an estimated $3.87K and leaving 614 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

EverSource Wealth Advisors first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.4K in Q1 2026. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • EverSource Wealth Advisors held 614 shares of Samsara worth $19.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 125 Samsara shares in Q2 2026, an estimated $3.87K.
  • Samsara made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2433 holding.
  • EverSource Wealth Advisors first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Samsara position peaked at $23.4K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.