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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
Q2 		$55K Hold
1,695
– – ﹤0.01% 580
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 $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

Montag & Associates's IOT Position: Q2 2026 in Review

Montag & Associates held its Samsara (IOT) position steady in Q2 2026 at 1,695 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Montag & Associates first reported a position in IOT in Q3 2022 and has held it in 15 quarters since. The position peaked at $119K in Q3 2024. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Montag & Associates held 1,695 shares of Samsara worth $55K as of Q2 2026.
  • Montag & Associates left its Samsara share count unchanged in Q2 2026.
  • Samsara made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #580 holding.
  • Montag & Associates first reported a position in Samsara in Q3 2022 and has held it in 15 quarters since.
  • Montag & Associates's Samsara position peaked at $119K in Q3 2024.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.