Harbour Investments’s Samsara IOT Stock Holding History

Harbour Investments’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 Q1	$856	Sell	27 -44	-62%	-$1.34K	﹤0.01%	4136
2025 Q4	$2.52K	Hold	71	–	–	﹤0.01%	3252
2025 Q3	$2.65K	Buy	71 +2	+3%	+$74	﹤0.01%	3201
2025 Q2	$2.75K	Hold	69	–	–	﹤0.01%	3045
2025 Q1	$2.65K	Buy	69 +4	+6%	+$186	﹤0.01%	3011
2024 Q4	$2.84K	Hold	65	–	–	﹤0.01%	2914
2024 Q3	$3.13K	Sell	65 -35	-35%	-$1.42K	﹤0.01%	2792
2024 Q2	$3.37K	Hold	100	–	–	﹤0.01%	2654
2024 Q1	$3.78K	Hold	100	–	–	﹤0.01%	2595
2023 Q4	$3.34K	Hold	100	–	–	﹤0.01%	2548
2023 Q3	$2.52K	Hold	100	–	–	﹤0.01%	2491
2023 Q2	$2.77K	Hold	100	–	–	﹤0.01%	2456
2023 Q1	$1.97K	Hold	100	–	–	﹤0.01%	2559
2022 Q4	$1.24K	Hold	100	–	–	﹤0.01%	2642
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	2595
2022 Q2	$1K	Buy	+100	New	+$1.21K	﹤0.01%	2595

Other funds holding IOT

Baillie Gifford & Co

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

T. Rowe Price Associates

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

Fidelity Investments

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return