NW
IOT icon

NewEdge Wealth’s Samsara IOT Stock Holding History

NewEdge Wealth’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 		$394K Sell
12,161
-4,971
-29% -$154K ﹤0.01% 933
2026
Q1 		$543K Sell
17,132
-3,595
-17% -$110K 0.01% 789
2025
Q4 		$735K Buy
20,727
+2,135
+11% +$82.6K 0.01% 711
2025
Q3 		$720K Buy
18,592
+4,373
+31% +$162K 0.01% 645
2025
Q2 		$492K Buy
14,219
+1,638
+13% +$67.7K 0.01% 719
2025
Q1 		$482K Buy
12,581
+864
+7% +$40.2K 0.01% 659
2024
Q4 		$512K Buy
11,717
+4,168
+55% +$205K 0.01% 628
2024
Q3 		$363K Buy
7,549
+1,121
+17% +$45.4K 0.01% 681
2024
Q2 		$217K Buy
6,428
+783
+14% +$27K ﹤0.01% 716
2024
Q1 		$208K Buy
+5,645
New +$192K ﹤0.01% 763

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

NewEdge Wealth's IOT Position: Q2 2026 in Review

NewEdge Wealth reduced its Samsara (IOT) stake by 29% in Q2 2026, selling an estimated $154K and leaving 12,161 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

NewEdge Wealth first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $735K in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • NewEdge Wealth held 12,161 shares of Samsara worth $394K as of Q2 2026.
  • NewEdge Wealth sold 4,971 Samsara shares in Q2 2026, an estimated $154K.
  • Samsara made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #933 holding.
  • NewEdge Wealth first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's Samsara position peaked at $735K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.