IFG Advisory
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IFG Advisory’s Samsara IOT Stock Holding History

IFG Advisory’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
Q3 		$13.9K Sell
364
-50,676
-99% -$1.94M ﹤0.01% 1718
2026
Q2 		$1.66M Buy
+51,040
New +$1.58M 0.06% 325
2026
Q1 		– Sell
-44,814
Closed -$1.59M – 613
2025
Q4 		$1.59M Buy
44,814
+372
+0.8% +$14.4K 0.07% 288
2025
Q3 		$1.66M Buy
44,442
+10,573
+31% +$393K 0.08% 265
2025
Q2 		$1.35M Buy
+33,869
New +$1.4M 0.07% 287

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFG Advisory's IOT Position: Q3 2026 in Review

IFG Advisory reduced its Samsara (IOT) stake by 99% in Q3 2026, selling an estimated $1.94M and leaving 364 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

IFG Advisory first reported a position in IOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.66M in Q3 2025. 343 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • IFG Advisory held 364 shares of Samsara worth $13.9K as of Q3 2026.
  • IFG Advisory sold 50,676 Samsara shares in Q3 2026, an estimated $1.94M.
  • Samsara made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1718 holding.
  • IFG Advisory first reported a position in Samsara in Q2 2025 and has held it in 5 quarters since.
  • IFG Advisory's Samsara position peaked at $1.66M in Q3 2025.
  • 343 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.