Gerber Kawasaki Wealth & Investment Management’s Samsara IOT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$652K	Sell	20,092 -95	-0.5%	-$2.94K	0.02%	209
2026 Q1	$640K	Sell	20,187 -12,612	-38%	-$385K	0.02%	196
2025 Q4	$1.16M	Sell	32,799 -3,915	-11%	-$152K	0.04%	150
2025 Q3	$1.37M	Sell	36,714 -17,286	-32%	-$642K	0.05%	139
2025 Q2	$2.15M	Hold	54,000	–	–	0.08%	106
2025 Q1	$2.07M	Buy	54,000 +250	+0.5%	+$11.6K	0.09%	106
2024 Q4	$2.35M	Hold	53,750	–	–	0.1%	99
2024 Q3	$2.59M	Buy	53,750 +6,255	+13%	+$254K	0.12%	94
2024 Q2	$1.6M	Buy	47,495 +6	+0%	+$207	0.08%	109
2024 Q1	$1.79M	Buy	47,489 +3	+0%	+$102	0.1%	107
2023 Q4	$1.59M	Sell	47,486 -34,800	-42%	-$966K	0.09%	110
2023 Q3	$2.07M	Buy	+82,286	New	+$2.18M	0.14%	91

Other funds holding IOT

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JPT

Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IOT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Samsara (IOT) stake by 0.47% in Q2 2026, selling an estimated $2.94K and leaving 20,092 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #209.

Gerber Kawasaki Wealth & Investment Management first reported a position in IOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q3 2024. 256 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 20,092 shares of Samsara worth $652K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 95 Samsara shares in Q2 2026, an estimated $2.94K.
Samsara made up 0.02% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #209 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Samsara in Q3 2023 and has held it in 12 quarters since.
Gerber Kawasaki Wealth & Investment Management's Samsara position peaked at $2.59M in Q3 2024.
256 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.