Root Financial Partners
IOT icon

Root Financial Partners’s Samsara IOT Stock Holding History

Root Financial Partners’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
Q3 		$23K Buy
+603
New +$23.1K ﹤0.01% 1477
2026
Q2 		– Sell
-14
Closed -$444 – 1780
2026
Q1 		$444 Sell
14
-207
-94% -$6.32K ﹤0.01% 2906
2025
Q4 		$7.83K Buy
221
+155
+235% +$6K ﹤0.01% 1605
2025
Q3 		$2.46K Buy
+66
New +$2.45K ﹤0.01% 1923

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's IOT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Samsara (IOT) in Q3 2026: 603 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IOT as recently as Q1 2026.

Root Financial Partners first reported a position in IOT in Q3 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Root Financial Partners held 603 shares of Samsara worth $23K as of Q3 2026.
  • Samsara was a new Root Financial Partners position in Q3 2026.
  • Samsara made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1477 holding.
  • Root Financial Partners first reported a position in Samsara in Q3 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.