Physician Wealth Advisors’s Samsara IOT Stock Holding History

Physician Wealth 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	$7.52K	Buy	232 +156	+205%	+$4.83K	﹤0.01%	956
2026 Q1	$2.41K	Buy	76 +65	+591%	+$1.99K	﹤0.01%	1271
2025 Q4	$390	Buy	+11	New	+$426	﹤0.01%	1958
2025 Q3	–	Sell	-26	Closed	-$1.03K	–	1971
2025 Q2	$1.03K	Buy	26 +1	+4%	+$41	﹤0.01%	1405
2025 Q1	$959	Buy	+25	New	+$1.16K	﹤0.01%	1103

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

Physician Wealth Advisors's IOT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Samsara (IOT) stake by 205% in Q2 2026, buying an estimated $4.83K and bringing the position to 232 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Physician Wealth Advisors first reported a position in IOT in Q1 2025 and has held it in 5 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Physician Wealth Advisors held 232 shares of Samsara worth $7.52K as of Q2 2026.
Physician Wealth Advisors bought 156 Samsara shares in Q2 2026, an estimated $4.83K.
Samsara made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #956 holding.
Physician Wealth Advisors first reported a position in Samsara in Q1 2025 and has held it in 5 quarters since.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.