MA
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Montag & Associates’s Samsara IOT Stock Holding History

Montag & Associates’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 		$53.7K Hold
1,695
– – ﹤0.01% 582
2025
Q4 		$60.1K Sell
1,695
-781
-32% -$30.2K ﹤0.01% 569
2025
Q3 		$92.2K Buy
2,476
+9
+0.4% +$334 ﹤0.01% 498
2025
Q2 		$98.1K Hold
2,467
– – ﹤0.01% 478
2025
Q1 		$94.6K Hold
2,467
– – ﹤0.01% 505
2024
Q4 		$108K Hold
2,467
– – 0.01% 491
2024
Q3 		$119K Sell
2,467
-167
-6% -$6.77K 0.01% 488
2024
Q2 		$88.8K Hold
2,634
– – ﹤0.01% 505
2024
Q1 		$99.5K Buy
2,634
+1,334
+103% +$45.4K 0.01% 487
2023
Q4 		$43.4K Buy
1,300
+1,200
+1,200% +$33.3K ﹤0.01% 605
2023
Q3 		$2.52K Buy
+100
New +$2.65K ﹤0.01% 844
2023
Q2 		– Sell
-1,000
Closed -$19.7K – 935
2023
Q1 		$19.7K Hold
1,000
– – ﹤0.01% 668
2022
Q4 		$12.4K Hold
1,000
– – ﹤0.01% 712
2022
Q3 		$12K Buy
+1,000
New +$14.2K ﹤0.01% 716

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return