Morgan Stanley
IOT icon

Morgan Stanley’s Samsara IOT Stock Holding History

Morgan Stanley’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 		$400M Buy
12,348,309
+3,931,295
+47% +$122M 0.02% 671
2026
Q1 		$267M Sell
8,417,014
-10,651,348
-56% -$325M 0.02% 808
2025
Q4 		$676M Sell
19,068,362
-2,790,887
-13% -$108M 0.04% 421
2025
Q3 		$814M Buy
21,859,249
+4,862,088
+29% +$181M 0.05% 360
2025
Q2 		$676M Buy
16,997,161
+4,398,838
+35% +$182M 0.04% 401
2025
Q1 		$483M Sell
12,598,323
-9,628,821
-43% -$448M 0.03% 474
2024
Q4 		$971M Buy
22,227,144
+6,370,631
+40% +$313M 0.07% 256
2024
Q3 		$763M Buy
15,856,513
+959,048
+6% +$38.9M 0.06% 325
2024
Q2 		$502M Buy
14,897,465
+309,543
+2% +$10.7M 0.04% 449
2024
Q1 		$551M Sell
14,587,922
-1,660,470
-10% -$56.5M 0.04% 411
2023
Q4 		$542M Sell
16,248,392
-212,788
-1% -$5.91M 0.05% 367
2023
Q3 		$415M Sell
16,461,180
-4,035,786
-20% -$107M 0.04% 420
2023
Q2 		$568M Buy
20,496,966
+1,350,075
+7% +$29.9M 0.06% 322
2023
Q1 		$378M Buy
19,146,891
+11,819,982
+161% +$187M 0.04% 446
2022
Q4 		$91.1M Buy
7,326,909
+320,468
+5% +$3.65M 0.01% 1082
2022
Q3 		$84.6M Buy
7,006,441
+2,991,444
+75% +$42.4M 0.01% 996
2022
Q2 		$44.8M Buy
4,014,997
+1,497,522
+59% +$18.1M 0.01% 1452
2022
Q1 		$40.3M Buy
2,517,475
+755,568
+43% +$14.4M 0.01% 1459
2021
Q4 		$49.5M Buy
+1,761,907
New +$45.9M 0.01% 1340

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's IOT Position: Q2 2026 in Review

Morgan Stanley increased its Samsara (IOT) stake by 47% in Q2 2026, buying an estimated $122M and bringing the position to 12,348,309 shares worth $400M. The position accounts for 0.02% of the portfolio, ranked #671.

Morgan Stanley first reported a position in IOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $971M in Q4 2024. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Morgan Stanley held 12,348,309 shares of Samsara worth $400M as of Q2 2026.
  • Morgan Stanley bought 3,931,295 Samsara shares in Q2 2026, an estimated $122M.
  • Samsara made up 0.02% of Morgan Stanley's portfolio in Q2 2026, its #671 holding.
  • Morgan Stanley first reported a position in Samsara in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Samsara position peaked at $971M in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.