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 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	–	4713
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 $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