Moneta Group Investment Advisors’s Samsara IOT Stock Holding History

Moneta Group Investment 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	$472K	Buy	14,554 +1,612	+12%	+$49.9K	﹤0.01%	558
2026 Q1	$410K	Buy	12,942 +2,496	+24%	+$76.2K	﹤0.01%	554
2025 Q4	$370K	Sell	10,446 -4,179	-29%	-$162K	﹤0.01%	577
2025 Q3	$545K	Sell	14,625 -1,053	-7%	-$39.1K	﹤0.01%	472
2025 Q2	$624K	Buy	15,678 +311	+2%	+$12.9K	0.01%	392
2025 Q1	$589K	Buy	15,367 +1,455	+10%	+$67.8K	0.01%	380
2024 Q4	$608K	Sell	13,912 -1,379	-9%	-$67.8K	0.01%	366
2024 Q3	$736K	Buy	+15,291	New	+$620K	0.01%	325

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

Moneta Group Investment Advisors's IOT Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Samsara (IOT) stake by 12% in Q2 2026, buying an estimated $49.9K and bringing the position to 14,554 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Moneta Group Investment Advisors first reported a position in IOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $736K in Q3 2024. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Moneta Group Investment Advisors held 14,554 shares of Samsara worth $472K as of Q2 2026.
Moneta Group Investment Advisors bought 1,612 Samsara shares in Q2 2026, an estimated $49.9K.
Samsara made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #558 holding.
Moneta Group Investment Advisors first reported a position in Samsara in Q3 2024 and has held it in 8 quarters since.
Moneta Group Investment Advisors's Samsara position peaked at $736K in Q3 2024.
551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.