Pathstone Holdings
IOT icon

Pathstone Holdings’s Samsara IOT Stock Holding History

Pathstone Holdings’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 		$14.6M Buy
449,110
+192,966
+75% +$5.98M 0.04% 273
2026
Q1 		$8.12M Buy
256,144
+5,115
+2% +$156K 0.03% 411
2025
Q4 		$8.9M Buy
251,029
+39,157
+18% +$1.52M 0.03% 372
2025
Q3 		$7.89M Buy
211,872
+78,676
+59% +$2.92M 0.03% 420
2025
Q2 		$5.3M Buy
133,196
+36,075
+37% +$1.49M 0.02% 526
2025
Q1 		$3.72M Buy
97,121
+80,001
+467% +$3.73M 0.02% 667
2024
Q4 		$749K Buy
17,120
+7,546
+79% +$371K ﹤0.01% 1513
2024
Q3 		$461K Buy
9,574
+1,369
+17% +$55.5K ﹤0.01% 1766
2024
Q2 		$277K Buy
+8,205
New +$283K ﹤0.01% 1978

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

Pathstone Holdings's IOT Position: Q2 2026 in Review

Pathstone Holdings increased its Samsara (IOT) stake by 75% in Q2 2026, buying an estimated $5.98M and bringing the position to 449,110 shares worth $14.6M. The position accounts for 0.04% of the portfolio, ranked #273.

Pathstone Holdings first reported a position in IOT in Q2 2024 and has held it in 9 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Pathstone Holdings held 449,110 shares of Samsara worth $14.6M as of Q2 2026.
  • Pathstone Holdings bought 192,966 Samsara shares in Q2 2026, an estimated $5.98M.
  • Samsara made up 0.04% of Pathstone Holdings's portfolio in Q2 2026, its #273 holding.
  • Pathstone Holdings first reported a position in Samsara in Q2 2024 and has held it in 9 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.