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
Q1 		– Sell
-10,000
Closed -$355K – 2041
2025
Q4 		$355K Hold
10,000
– – ﹤0.01% 1475
2025
Q3 		$373K Hold
10,000
– – ﹤0.01% 1379
2025
Q2 		$398K Hold
10,000
– – ﹤0.01% 1201
2025
Q1 		$1.4K Hold
10,000
– – ﹤0.01% 1506
2024
Q4 		$437K Buy
+10,000
New +$492K ﹤0.01% 1051

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lido Advisors's IOT Position: Q1 2026 in Review

Lido Advisors reduced its Samsara (IOT) stake by 19% in Q1 2026, selling an estimated $289K and leaving 40,044 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Lido Advisors first reported a position in IOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.78M in Q4 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Lido Advisors held 40,044 shares of Samsara worth $1.27M as of Q1 2026.
  • Lido Advisors sold 9,466 Samsara shares in Q1 2026, an estimated $289K.
  • Samsara made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #871 holding.
  • Lido Advisors first reported a position in Samsara in Q3 2024 and has held it in 7 quarters since.
  • Lido Advisors's Samsara position peaked at $1.78M in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.