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
2024 Q1	–	Sell	-15,000	Closed	-$750	–	136
2023 Q4	$750	Sell	15,000 -63,827	-81%	-$1.77M	﹤0.01%	118
2023 Q3	$1.64M	Hold	78,827	–	–	0.57%	25
2023 Q2	$1.8M	Buy	+78,827	New	+$1.75M	0.64%	24

Other funds holding IOT

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B 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

Fountainhead AM's IOT Position: Q4 2025 in Review

Fountainhead AM sold out of Samsara (IOT) in Q4 2025, closing a stake of 34,570 shares — an estimated $1.29M sold.

Fountainhead AM first reported a position in IOT in Q4 2023 and held it in 8 quarters. The position peaked at $2.13M in Q1 2024. 543 funds tracked by Wall St. Rank hold IOT as of Q4 2025.

Fountainhead AM reported no remaining Samsara position as of Q4 2025 after selling out during the quarter.
Fountainhead AM sold 34,570 Samsara shares in Q4 2025, an estimated $1.29M.
Fountainhead AM first reported a position in Samsara in Q4 2023 and held it in 8 quarters.
Fountainhead AM's Samsara position peaked at $2.13M in Q1 2024.
543 funds tracked by Wall St. Rank held Samsara as of Q4 2025.

Based on Fountainhead AM's 13F filing for Q4 2025, filed 18 Feb 2026.