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 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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

VCM

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 $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Concepts's IOT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Samsara (IOT) stake by 2.7% in Q1 2026, buying an estimated $188K and bringing the position to 233,691 shares worth $7.41M. The position accounts for 0.06% of the portfolio, ranked #308.

Integrated Wealth Concepts first reported a position in IOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.3M in Q3 2024. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Integrated Wealth Concepts held 233,691 shares of Samsara worth $7.41M as of Q1 2026.
Integrated Wealth Concepts bought 6,150 Samsara shares in Q1 2026, an estimated $188K.
Samsara made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #308 holding.
Integrated Wealth Concepts first reported a position in Samsara in Q1 2024 and has held it in 9 quarters since.
Integrated Wealth Concepts's Samsara position peaked at $11.3M in Q3 2024.
538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.