Sacks & Associates’s Samsara IOT Stock Holding History

Sacks & Associates’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	–	Sell	-6,709	Closed	-$238K	–	82
2025 Q4	$238K	Buy	+6,709	New	+$260K	0.17%	73

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sacks & Associates's IOT Position: Q1 2026 in Review

Sacks & Associates sold out of Samsara (IOT) in Q1 2026, closing a stake of 6,709 shares — an estimated $238K sold.

Sacks & Associates first reported a position in IOT in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 540 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Sacks & Associates reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Sacks & Associates sold 6,709 Samsara shares in Q1 2026, an estimated $238K.
Sacks & Associates first reported a position in Samsara in Q4 2025 and held it in 1 quarter.
Sacks & Associates's Samsara position peaked at $238K in Q4 2025.
540 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Sacks & Associates's 13F filing for Q1 2026, filed 5 Aug 2026.