RWM
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Ritholtz Wealth Management’s Samsara IOT Stock Holding History

Ritholtz Wealth Management’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 		$371K Sell
11,720
-11
-0.1% -$336 0.01% 899
2025
Q4 		$416K Sell
11,731
-116
-1% -$4.49K 0.01% 779
2025
Q3 		$441K Buy
11,847
+117
+1% +$4.35K 0.01% 716
2025
Q2 		$467K Sell
11,730
-11
-0.1% -$455 0.01% 662
2025
Q1 		$450K Sell
11,741
-461
-4% -$21.5K 0.01% 625
2024
Q4 		$533K Buy
12,202
+159
+1% +$7.82K 0.02% 544
2024
Q3 		$580K Sell
12,043
-10,687
-47% -$433K 0.02% 521
2024
Q2 		$766K Sell
22,730
-608
-3% -$21K 0.03% 418
2024
Q1 		$882K Buy
23,338
+395
+2% +$13.4K 0.03% 391
2023
Q4 		$766K Buy
22,943
+213
+0.9% +$5.92K 0.03% 389
2023
Q3 		$573K Hold
22,730
– – 0.03% 423
2023
Q2 		$630K Hold
22,730
– – 0.03% 379
2023
Q1 		$448K Sell
22,730
-18,783
-45% -$298K 0.02% 434
2022
Q4 		$516K Buy
+41,513
New +$473K 0.03% 355

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