Jones Financial Companies
IOT icon

Jones Financial Companies’s Samsara IOT Stock Holding History

Jones Financial Companies’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 		$9.49M Buy
303,563
+92,922
+44% +$2.88M ﹤0.01% 944
2026
Q1 		$6.27M Buy
210,641
+207,474
+6,551% +$6.34M ﹤0.01% 992
2025
Q4 		$112K Buy
3,167
+951
+43% +$36.8K ﹤0.01% 2175
2025
Q3 		$84.3K Buy
2,216
+939
+74% +$34.9K ﹤0.01% 2147
2025
Q2 		$50.6K Sell
1,277
-144
-10% -$5.95K ﹤0.01% 2222
2025
Q1 		$55.3K Buy
1,421
+722
+103% +$33.6K ﹤0.01% 2018
2024
Q4 		$30.5K Buy
+699
New +$34.4K ﹤0.01% 2079

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

Jones Financial Companies's IOT Position: Q2 2026 in Review

Jones Financial Companies increased its Samsara (IOT) stake by 44% in Q2 2026, buying an estimated $2.88M and bringing the position to 303,563 shares worth $9.49M. The position accounts for ﹤0.01% of the portfolio, ranked #944.

Jones Financial Companies first reported a position in IOT in Q4 2024 and has held it in 7 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Jones Financial Companies held 303,563 shares of Samsara worth $9.49M as of Q2 2026.
  • Jones Financial Companies bought 92,922 Samsara shares in Q2 2026, an estimated $2.88M.
  • Samsara made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #944 holding.
  • Jones Financial Companies first reported a position in Samsara in Q4 2024 and has held it in 7 quarters since.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.