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Evolve Private Wealth’s Samsara IOT Stock Holding History

Evolve Private Wealth’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 		$518K Buy
+15,984
New +$495K 0.03% 504

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Evolve Private Wealth's IOT Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Samsara (IOT) in Q2 2026: 15,984 shares worth $518K. The stake represents 0.03% of the portfolio and ranks #504 among its holdings.

546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Evolve Private Wealth held 15,984 shares of Samsara worth $518K as of Q2 2026.
  • Samsara was a new Evolve Private Wealth position in Q2 2026.
  • Samsara made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #504 holding.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.