Legal Advantage Investments’s Samsara IOT Stock Holding History

Legal Advantage Investments’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	$389K	Buy	12,000 +2,000	+20%	+$61.9K	0.14%	66
2026 Q1	$317K	Buy	+10,000	New	+$305K	0.16%	73
2025 Q4	–	Sell	-9,700	Closed	-$361K	–	88
2025 Q3	$361K	Sell	9,700 -300	-3%	-$11.1K	0.16%	80
2025 Q2	$398K	Buy	10,000 +2,000	+25%	+$82.7K	0.19%	78
2025 Q1	$307K	Buy	8,000 +3,000	+60%	+$140K	0.17%	89
2024 Q4	$218K	Buy	+5,000	New	+$246K	0.12%	101

Other funds holding IOT

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JPT

Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Legal Advantage Investments's IOT Position: Q2 2026 in Review

Legal Advantage Investments increased its Samsara (IOT) stake by 20% in Q2 2026, buying an estimated $61.9K and bringing the position to 12,000 shares worth $389K. The position accounts for 0.14% of the portfolio, ranked #66.

Legal Advantage Investments first reported a position in IOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $398K in Q2 2025. 168 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Legal Advantage Investments held 12,000 shares of Samsara worth $389K as of Q2 2026.
Legal Advantage Investments bought 2,000 Samsara shares in Q2 2026, an estimated $61.9K.
Samsara made up 0.14% of Legal Advantage Investments's portfolio in Q2 2026, its #66 holding.
Legal Advantage Investments first reported a position in Samsara in Q4 2024 and has held it in 6 quarters since.
Legal Advantage Investments's Samsara position peaked at $398K in Q2 2025.
168 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.