JFS Wealth Advisors’s Samsara IOT Stock Holding History

JFS Wealth 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	$2.14K	Buy	66 +34	+106%	+$1.05K	﹤0.01%	1590
2026 Q1	$1.01K	Sell	32 -21	-40%	-$641	﹤0.01%	1669
2025 Q4	$1.88K	Buy	53 +27	+104%	+$1.04K	﹤0.01%	1566
2025 Q3	$969	Sell	26 -3	-10%	-$111	﹤0.01%	1635
2025 Q2	$1.15K	Sell	29 -25	-46%	-$1.03K	﹤0.01%	1537
2025 Q1	$2.07K	Buy	54 +14	+35%	+$652	﹤0.01%	1455
2024 Q4	$1.75K	Buy	40 +5	+14%	+$246	﹤0.01%	1533
2024 Q3	$1.69K	Buy	35 +11	+46%	+$446	﹤0.01%	1559
2024 Q2	$809	Hold	24	–	–	﹤0.01%	1715
2024 Q1	$907	Hold	24	–	–	﹤0.01%	1682
2023 Q4	$802	Buy	24 +14	+140%	+$389	﹤0.01%	1698
2023 Q3	$253	Buy	10 +3	+43%	+$80	﹤0.01%	1833
2023 Q2	$194	Buy	+7	New	+$155	﹤0.01%	1878

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JFS Wealth Advisors's IOT Position: Q2 2026 in Review

JFS Wealth Advisors increased its Samsara (IOT) stake by 106% in Q2 2026, buying an estimated $1.05K and bringing the position to 66 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

JFS Wealth Advisors first reported a position in IOT in Q2 2023 and has held it in 13 quarters since. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

JFS Wealth Advisors held 66 shares of Samsara worth $2.14K as of Q2 2026.
JFS Wealth Advisors bought 34 Samsara shares in Q2 2026, an estimated $1.05K.
Samsara made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1590 holding.
JFS Wealth Advisors first reported a position in Samsara in Q2 2023 and has held it in 13 quarters since.
548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.