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IFP Advisors’s Samsara IOT Stock Holding History

IFP 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 		$116K Buy
3,589
+1,389
+63% +$43K ﹤0.01% 1866
2026
Q1 		$69.7K Buy
2,200
+699
+47% +$21.3K ﹤0.01% 2068
2025
Q4 		$53.2K Buy
1,501
+247
+20% +$9.56K ﹤0.01% 2162
2025
Q3 		$46.7K Buy
1,254
+828
+194% +$30.8K ﹤0.01% 2104
2025
Q2 		$17.3K Buy
426
+40
+10% +$1.65K ﹤0.01% 2625
2025
Q1 		$14.8K Sell
386
-418
-52% -$19.5K ﹤0.01% 2429
2024
Q4 		$35.3K Buy
804
+598
+290% +$29.4K ﹤0.01% 2003
2024
Q3 		$9.91K Sell
206
-283
-58% -$11.5K ﹤0.01% 2435
2024
Q2 		$16.5K Sell
489
-1,968
-80% -$67.9K ﹤0.01% 2163
2024
Q1 		$92.8K Sell
2,457
-319
-11% -$10.9K ﹤0.01% 1324
2023
Q4 		$92.7K Buy
2,776
+859
+45% +$23.9K ﹤0.01% 1285
2023
Q3 		$48.3K Buy
1,917
+298
+18% +$7.91K ﹤0.01% 1574
2023
Q2 		$44.9K Buy
1,619
+1,576
+3,665% +$34.9K ﹤0.01% 1653
2023
Q1 		$1.06K Buy
+43
New +$682 ﹤0.01% 3073
2022
Q4 		– Sell
-1,728
Closed -$44K – 4711
2022
Q3 		$44K Buy
+1,728
New +$24.5K ﹤0.01% 2464

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFP Advisors's IOT Position: Q2 2026 in Review

IFP Advisors increased its Samsara (IOT) stake by 63% in Q2 2026, buying an estimated $43K and bringing the position to 3,589 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

IFP Advisors first reported a position in IOT in Q3 2022 and has held it in 15 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • IFP Advisors held 3,589 shares of Samsara worth $116K as of Q2 2026.
  • IFP Advisors bought 1,389 Samsara shares in Q2 2026, an estimated $43K.
  • Samsara made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1866 holding.
  • IFP Advisors first reported a position in Samsara in Q3 2022 and has held it in 15 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.