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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
Q2 		$380K Hold
11,720
– – 0.01% 955
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 $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

Ritholtz Wealth Management's IOT Position: Q2 2026 in Review

Ritholtz Wealth Management held its Samsara (IOT) position steady in Q2 2026 at 11,720 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #955.

Ritholtz Wealth Management first reported a position in IOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $882K in Q1 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Ritholtz Wealth Management held 11,720 shares of Samsara worth $380K as of Q2 2026.
  • Ritholtz Wealth Management left its Samsara share count unchanged in Q2 2026.
  • Samsara made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #955 holding.
  • Ritholtz Wealth Management first reported a position in Samsara in Q4 2022 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Samsara position peaked at $882K in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.