RA
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RFG Advisory’s Samsara IOT Stock Holding History

RFG 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
Q1 		$3.47M Buy
109,365
+19,184
+21% +$586K 0.06% 225
2025
Q4 		$3.2M Buy
90,181
+25,477
+39% +$986K 0.06% 238
2025
Q3 		$2.41M Buy
64,704
+48,127
+290% +$1.79M 0.05% 276
2025
Q2 		$659K Sell
16,577
-13,467
-45% -$557K 0.02% 533
2025
Q1 		$1.15M Buy
30,044
+15,385
+105% +$716K 0.03% 375
2024
Q4 		$640K Buy
14,659
+1,815
+14% +$89.3K 0.02% 458
2024
Q3 		$618K Buy
12,844
+358
+3% +$14.5K 0.02% 465
2024
Q2 		$421K Buy
12,486
+3,662
+42% +$126K 0.01% 534
2024
Q1 		$333K Buy
8,824
+1,946
+28% +$66.2K 0.01% 587
2023
Q4 		$230K Buy
+6,878
New +$191K 0.01% 607

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return