Fountainhead AM’s Samsara IOT Stock Holding History

Fountainhead AM’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	$616	Buy	+19	New	+$588	﹤0.01%	218
2025 Q4	–	Sell	-34,570	Closed	-$1.29M	–	200
2025 Q3	$1.29M	Sell	34,570 -285	-0.8%	-$10.6K	0.17%	63
2025 Q2	$1.39M	Buy	34,855 +1,994	+6%	+$82.4K	0.2%	52
2025 Q1	$1.26M	Sell	32,861 -1,374	-4%	-$64K	0.2%	44
2024 Q4	$1.5M	Sell	34,235 -5,385	-14%	-$265K	0.27%	46
2024 Q3	$1.91M	Sell	39,620 -5,191	-12%	-$210K	0.4%	30
2024 Q2	$1.51M	Sell	44,811 -11,684	-21%	-$403K	0.36%	37
2024 Q1	$2.13M	Hold	56,495	–	–	0.53%	31
2023 Q4	$1.89M	Buy	+56,495	New	+$1.57M	0.52%	29

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fountainhead AM's IOT Position: Q2 2026 in Review

Fountainhead AM opened a new position in Samsara (IOT) in Q2 2026: 19 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Fountainhead AM previously reported a position in IOT as recently as Q3 2025.

Fountainhead AM first reported a position in IOT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2024. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Fountainhead AM held 19 shares of Samsara worth $616 as of Q2 2026.
Samsara was a new Fountainhead AM position in Q2 2026.
Samsara made up ﹤0.01% of Fountainhead AM's portfolio in Q2 2026, its #218 holding.
Fountainhead AM first reported a position in Samsara in Q4 2023 and has held it in 9 quarters since.
Fountainhead AM's Samsara position peaked at $2.13M in Q1 2024.
548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.