IWC
IOT icon

Integrated Wealth Concepts’s Samsara IOT Stock Holding History

Integrated Wealth Concepts’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 		$7.26M Sell
223,763
-9,928
-4% -$307K 0.05% 365
2026
Q1 		$7.41M Buy
233,691
+6,150
+3% +$188K 0.06% 308
2025
Q4 		$8.07M Sell
227,541
-6,715
-3% -$260K 0.1% 189
2025
Q3 		$8.73M Buy
234,256
+96
+0% +$3.57K 0.08% 246
2025
Q2 		$9.31M Sell
234,160
-578
-0.2% -$23.9K 0.09% 197
2025
Q1 		$9M Buy
234,738
+598
+0.3% +$27.9K 0.1% 185
2024
Q4 		$10.2M Buy
234,140
+168
+0.1% +$8.27K 0.12% 165
2024
Q3 		$11.3M Buy
233,972
+196
+0.1% +$7.95K 0.14% 153
2024
Q2 		$7.88M Buy
233,776
+3,345
+1% +$115K 0.11% 191
2024
Q1 		$8.71M Buy
+230,431
New +$7.84M 0.13% 178

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

Integrated Wealth Concepts's IOT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Samsara (IOT) stake by 4.2% in Q2 2026, selling an estimated $307K and leaving 223,763 shares worth $7.26M. The position accounts for 0.05% of the portfolio, ranked #365.

Integrated Wealth Concepts first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.3M in Q3 2024. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Integrated Wealth Concepts held 223,763 shares of Samsara worth $7.26M as of Q2 2026.
  • Integrated Wealth Concepts sold 9,928 Samsara shares in Q2 2026, an estimated $307K.
  • Samsara made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #365 holding.
  • Integrated Wealth Concepts first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's Samsara position peaked at $11.3M in Q3 2024.
  • 551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.