First Trust Advisors
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First Trust Advisors’s Samsara IOT Stock Holding History

First Trust 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 		$33.3M Sell
1,026,618
-467,673
-31% -$14.5M 0.02% 780
2026
Q1 		$47.4M Buy
1,494,291
+584,854
+64% +$17.9M 0.03% 601
2025
Q4 		$32.2M Sell
909,437
-41,648
-4% -$1.61M 0.02% 738
2025
Q3 		$35.4M Buy
951,085
+419,164
+79% +$15.6M 0.03% 713
2025
Q2 		$21.2M Sell
531,921
-490,756
-48% -$20.3M 0.02% 878
2025
Q1 		$39.2M Sell
1,022,677
-271,474
-21% -$12.6M 0.03% 645
2024
Q4 		$56.5M Buy
1,294,151
+115,501
+10% +$5.68M 0.05% 464
2024
Q3 		$56.7M Buy
1,178,650
+575
+0% +$23.3K 0.05% 460
2024
Q2 		$39.7M Sell
1,178,075
-755,765
-39% -$26.1M 0.04% 563
2024
Q1 		$73.1M Buy
1,933,840
+187,566
+11% +$6.38M 0.07% 320
2023
Q4 		$58.3M Sell
1,746,274
-117,130
-6% -$3.25M 0.06% 395
2023
Q3 		$47M Buy
1,863,404
+596,990
+47% +$15.8M 0.06% 436
2023
Q2 		$35.1M Buy
1,266,414
+590,052
+87% +$13.1M 0.04% 535
2023
Q1 		$13.3M Buy
676,362
+476,116
+238% +$7.55M 0.02% 894
2022
Q4 		$2.49M Buy
+200,246
New +$2.28M ﹤0.01% 1593

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

First Trust Advisors's IOT Position: Q2 2026 in Review

First Trust Advisors reduced its Samsara (IOT) stake by 31% in Q2 2026, selling an estimated $14.5M and leaving 1,026,618 shares worth $33.3M. The position accounts for 0.02% of the portfolio, ranked #780.

First Trust Advisors first reported a position in IOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.1M in Q1 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • First Trust Advisors held 1,026,618 shares of Samsara worth $33.3M as of Q2 2026.
  • First Trust Advisors sold 467,673 Samsara shares in Q2 2026, an estimated $14.5M.
  • Samsara made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #780 holding.
  • First Trust Advisors first reported a position in Samsara in Q4 2022 and has held it in 15 quarters since.
  • First Trust Advisors's Samsara position peaked at $73.1M in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.