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Sequoia Financial Advisors’s Samsara IOT Stock Holding History

Sequoia Financial Advisors’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 		$514K Sell
15,852
-6,994
-31% -$217K ﹤0.01% 1328
2026
Q1 		$724K Buy
22,846
+15,671
+218% +$479K ﹤0.01% 1052
2025
Q4 		$254K Buy
+7,175
New +$278K ﹤0.01% 1661

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

Sequoia Financial Advisors's IOT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Samsara (IOT) stake by 31% in Q2 2026, selling an estimated $217K and leaving 15,852 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Sequoia Financial Advisors first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $724K in Q1 2026. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Sequoia Financial Advisors held 15,852 shares of Samsara worth $514K as of Q2 2026.
  • Sequoia Financial Advisors sold 6,994 Samsara shares in Q2 2026, an estimated $217K.
  • Samsara made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1328 holding.
  • Sequoia Financial Advisors first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Samsara position peaked at $724K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.