NewEdge Advisors’s Samsara IOT Stock Holding History

NewEdge 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	$490K	Buy	15,105 +21	+0.1%	+$650	﹤0.01%	2163
2026 Q1	$478K	Sell	15,084 -28,685	-66%	-$876K	﹤0.01%	2027
2025 Q4	$1.55M	Buy	43,769 +43,147	+6,937%	+$1.67M	0.01%	1199
2025 Q3	$23.2K	Buy	622 +50	+9%	+$1.86K	﹤0.01%	3078
2025 Q2	$22.8K	Hold	572	–	–	﹤0.01%	2910
2025 Q1	$21.9K	Hold	572	–	–	﹤0.01%	2832
2024 Q4	$25K	Buy	572 +414	+262%	+$20.4K	﹤0.01%	2748
2024 Q3	$7.6K	Buy	158 +50	+46%	+$2.03K	﹤0.01%	3021
2024 Q2	$3.64K	Sell	108 -208	-66%	-$7.17K	﹤0.01%	3180
2024 Q1	$11.9K	Hold	316	–	–	﹤0.01%	2813
2023 Q4	$10.5K	Buy	316 +108	+52%	+$3K	﹤0.01%	2822
2023 Q3	$5.24K	Hold	208	–	–	﹤0.01%	2796
2023 Q2	$5.76K	Buy	+208	New	+$4.61K	﹤0.01%	2763

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

NewEdge Advisors's IOT Position: Q2 2026 in Review

NewEdge Advisors increased its Samsara (IOT) stake by 0.14% in Q2 2026, buying an estimated $650 and bringing the position to 15,105 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

NewEdge Advisors first reported a position in IOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

NewEdge Advisors held 15,105 shares of Samsara worth $490K as of Q2 2026.
NewEdge Advisors bought 21 Samsara shares in Q2 2026, an estimated $650.
Samsara made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2163 holding.
NewEdge Advisors first reported a position in Samsara in Q2 2023 and has held it in 13 quarters since.
NewEdge Advisors's Samsara position peaked at $1.55M in Q4 2025.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.