Lido Advisors
IOT icon

Lido Advisors’s Samsara IOT Stock Holding History

Lido 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 		$542K Sell
16,706
-23,338
-58% -$723K ﹤0.01% 1433
2026
Q1 		$1.27M Sell
40,044
-9,466
-19% -$289K ﹤0.01% 871
2025
Q4 		$1.78M Buy
49,510
+34,570
+231% +$1.34M 0.01% 763
2025
Q3 		$557K Buy
14,940
+4,861
+48% +$181K ﹤0.01% 1198
2025
Q2 		$401K Buy
10,079
+77
+0.8% +$3.18K ﹤0.01% 1194
2025
Q1 		$383K Sell
10,002
-2,998
-23% -$140K ﹤0.01% 1110
2024
Q4 		$568K Buy
13,000
+1,000
+8% +$49.2K ﹤0.01% 970
2024
Q3 		$577K Buy
+12,000
New +$486K ﹤0.01% 910

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

Lido Advisors's IOT Position: Q2 2026 in Review

Lido Advisors reduced its Samsara (IOT) stake by 58% in Q2 2026, selling an estimated $723K and leaving 16,706 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Lido Advisors first reported a position in IOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Lido Advisors held 16,706 shares of Samsara worth $542K as of Q2 2026.
  • Lido Advisors sold 23,338 Samsara shares in Q2 2026, an estimated $723K.
  • Samsara made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1433 holding.
  • Lido Advisors first reported a position in Samsara in Q3 2024 and has held it in 8 quarters since.
  • Lido Advisors's Samsara position peaked at $1.78M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.