OneDigital Investment Advisors’s Samsara IOT Stock Holding History

OneDigital Investment 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	$8.02M	Buy	247,355 +3,399	+1%	+$105K	0.07%	226
2026 Q1	$7.73M	Buy	243,956 +33,422	+16%	+$1.02M	0.08%	208
2025 Q4	$7.46M	Buy	210,534 +30,381	+17%	+$1.18M	0.07%	211
2025 Q3	$6.71M	Buy	180,153 +116,767	+184%	+$4.34M	0.07%	214
2025 Q2	$2.52M	Sell	63,386 -508	-0.8%	-$21K	0.03%	373
2025 Q1	$2.45M	Buy	63,894 +7,980	+14%	+$372K	0.03%	355
2024 Q4	$2.44M	Buy	55,914 +4,730	+9%	+$233K	0.03%	374
2024 Q3	$2.46M	Buy	+51,184	New	+$2.07M	0.03%	385

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

OneDigital Investment Advisors's IOT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Samsara (IOT) stake by 1.4% in Q2 2026, buying an estimated $105K and bringing the position to 247,355 shares worth $8.02M. The position accounts for 0.07% of the portfolio, ranked #226.

OneDigital Investment Advisors first reported a position in IOT in Q3 2024 and has held it in 8 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

OneDigital Investment Advisors held 247,355 shares of Samsara worth $8.02M as of Q2 2026.
OneDigital Investment Advisors bought 3,399 Samsara shares in Q2 2026, an estimated $105K.
Samsara made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #226 holding.
OneDigital Investment Advisors first reported a position in Samsara in Q3 2024 and has held it in 8 quarters since.
552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.