IWA
IOT icon

Icon Wealth Advisors’s Samsara IOT Stock Holding History

Icon Wealth Advisors’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 		$398K Buy
+12,272
New +$380K 0.02% 300

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Icon Wealth Advisors's IOT Position: Q2 2026 in Review

Icon Wealth Advisors opened a new position in Samsara (IOT) in Q2 2026: 12,272 shares worth $398K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings.

546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Icon Wealth Advisors held 12,272 shares of Samsara worth $398K as of Q2 2026.
  • Samsara was a new Icon Wealth Advisors position in Q2 2026.
  • Samsara made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #300 holding.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.