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
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
2023 Q3	–	Hold	0	–	–	–	99
2023 Q2	–	Hold	0	–	–	–	87

Other funds holding IOT

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return