Oak Thistle LLC’s Samsara IOT Stock Holding History

Oak Thistle LLC’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	–	Sell	-57,635	Closed	-$1.83M	–	554
2026 Q1	$1.83M	Buy	+57,635	New	+$1.76M	0.18%	231
2025 Q4	–	Sell	-15,998	Closed	-$596K	–	572
2025 Q3	$596K	Buy	+15,998	New	+$594K	0.09%	346

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

Oak Thistle LLC's IOT Position: Q2 2026 in Review

Oak Thistle LLC sold out of Samsara (IOT) in Q2 2026, closing a stake of 57,635 shares — an estimated $1.83M sold.

Oak Thistle LLC first reported a position in IOT in Q3 2025 and held it in 2 quarters. The position peaked at $1.83M in Q1 2026. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Oak Thistle LLC reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
Oak Thistle LLC sold 57,635 Samsara shares in Q2 2026, an estimated $1.83M.
Oak Thistle LLC first reported a position in Samsara in Q3 2025 and held it in 2 quarters.
Oak Thistle LLC's Samsara position peaked at $1.83M in Q1 2026.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.