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Principia Wealth Advisory’s Samsara IOT Stock Holding History

Principia Wealth Advisory’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 		$3.92K Buy
121
+6
+5% +$186 ﹤0.01% 415
2026
Q1 		$3.64K Buy
115
+93
+423% +$2.84K ﹤0.01% 364
2025
Q4 		$780 Buy
22
+19
+633% +$735 ﹤0.01% 736
2025
Q3 		$112 Sell
3
-5
-63% -$186 ﹤0.01% 926
2025
Q2 		$318 Sell
8
-9
-53% -$372 ﹤0.01% 843
2025
Q1 		$671 Buy
17
+8
+89% +$373 ﹤0.01% 497
2024
Q4 		$393 Buy
+9
New +$443 ﹤0.01% 612

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

Principia Wealth Advisory's IOT Position: Q2 2026 in Review

Principia Wealth Advisory increased its Samsara (IOT) stake by 5.2% in Q2 2026, buying an estimated $186 and bringing the position to 121 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Principia Wealth Advisory first reported a position in IOT in Q4 2024 and has held it in 7 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Principia Wealth Advisory held 121 shares of Samsara worth $3.92K as of Q2 2026.
  • Principia Wealth Advisory bought 6 Samsara shares in Q2 2026, an estimated $186.
  • Samsara made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #415 holding.
  • Principia Wealth Advisory first reported a position in Samsara in Q4 2024 and has held it in 7 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.