Royal Fund Management’s Samsara IOT Stock Holding History

Royal Fund 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	–	Sell	-27,200	Closed	-$80.5K	–	319
2026 Q1	$80.5K	Buy	+27,200	New	+$831K	0.01%	277
2025 Q4	–	Sell	-739	Closed	-$572K	–	305
2025 Q3	$572K	Sell	739 -74,561	-99%	-$2.77M	0.07%	185
2025 Q2	$3M	Sell	75,300 -700	-0.9%	-$28.9K	0.3%	113
2025 Q1	$2.86M	Buy	+76,000	New	+$3.54M	0.32%	107
2024 Q3	–	Sell	-85,200	Closed	-$2.87M	–	361
2024 Q2	$2.87M	Sell	85,200 -1,000	-1%	-$34.5K	0.23%	99
2024 Q1	$3.26M	Buy	+86,200	New	+$2.93M	0.32%	97

Other funds holding IOT

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Royal Fund Management's IOT Position: Q2 2026 in Review

Royal Fund Management increased its Samsara (IOT) stake by 43% in Q2 2026, buying an estimated $790K and bringing the position to 85,300 shares worth $2.77M. The position accounts for 0.23% of the portfolio, ranked #124.

Royal Fund Management first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.96M in Q1 2024. 107 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Royal Fund Management held 85,300 shares of Samsara worth $2.77M as of Q2 2026.
Royal Fund Management bought 25,500 Samsara shares in Q2 2026, an estimated $790K.
Samsara made up 0.23% of Royal Fund Management's portfolio in Q2 2026, its #124 holding.
Royal Fund Management first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
Royal Fund Management's Samsara position peaked at $3.96M in Q1 2024.
107 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.