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Independent Financial Group’s Samsara IOT Stock Holding History

Independent Financial Group’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 		$242K Sell
7,472
-186
-2% -$5.76K ﹤0.01% 1369
2026
Q1 		$243K Sell
7,658
-4,181
-35% -$128K 0.01% 1279
2025
Q4 		$420K Sell
11,839
-1,555
-12% -$60.2K 0.01% 982
2025
Q3 		$499K Sell
13,394
-477
-3% -$17.7K 0.01% 857
2025
Q2 		$552K Buy
13,871
+1,940
+16% +$80.2K 0.02% 738
2025
Q1 		$457K Buy
11,931
+807
+7% +$37.6K 0.02% 739
2024
Q4 		$486K Buy
11,124
+899
+9% +$44.2K 0.02% 700
2024
Q3 		$492K Buy
10,225
+309
+3% +$12.5K 0.02% 658
2024
Q2 		$334K Buy
+9,916
New +$342K 0.01% 778
2024
Q1 		– Sell
-13,033
Closed -$435K – 1036
2023
Q4 		$435K Buy
+13,033
New +$362K 0.02% 596

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

Independent Financial Group's IOT Position: Q2 2026 in Review

Independent Financial Group reduced its Samsara (IOT) stake by 2.4% in Q2 2026, selling an estimated $5.76K and leaving 7,472 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Independent Financial Group first reported a position in IOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $552K in Q2 2025. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Independent Financial Group held 7,472 shares of Samsara worth $242K as of Q2 2026.
  • Independent Financial Group sold 186 Samsara shares in Q2 2026, an estimated $5.76K.
  • Samsara made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1369 holding.
  • Independent Financial Group first reported a position in Samsara in Q4 2023 and has held it in 10 quarters since.
  • Independent Financial Group's Samsara position peaked at $552K in Q2 2025.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.