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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
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 $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

Root Financial Partners's IOT Position: Q2 2026 in Review

Root Financial Partners sold out of Samsara (IOT) in Q2 2026, closing a stake of 14 shares — an estimated $444 sold.

Root Financial Partners first reported a position in IOT in Q3 2025 and held it in 3 quarters. The position peaked at $7.83K in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Root Financial Partners reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 14 Samsara shares in Q2 2026, an estimated $444.
  • Root Financial Partners first reported a position in Samsara in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Samsara position peaked at $7.83K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.