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Sigma Planning Corp’s Samsara IOT Stock Holding History

Sigma Planning Corp’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
-7,993
Closed -$253K – 1445
2026
Q1 		$253K Sell
7,993
-168
-2% -$5.13K 0.01% 1114
2025
Q4 		$289K Buy
8,161
+556
+7% +$21.5K 0.01% 1045
2025
Q3 		$283K Sell
7,605
-5,240
-41% -$195K 0.01% 1053
2025
Q2 		$511K Sell
12,845
-673
-5% -$27.8K 0.02% 773
2025
Q1 		$518K Sell
13,518
-100
-0.7% -$4.66K 0.02% 727
2024
Q4 		$595K Sell
13,618
-1,264
-8% -$62.2K 0.02% 666
2024
Q3 		$716K Sell
14,882
-4,006
-21% -$162K 0.02% 611
2024
Q2 		$637K Sell
18,888
-2,501
-12% -$86.3K 0.02% 631
2024
Q1 		$808K Buy
+21,389
New +$728K 0.03% 572

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

Sigma Planning Corp's IOT Position: Q2 2026 in Review

Sigma Planning Corp sold out of Samsara (IOT) in Q2 2026, closing a stake of 7,993 shares — an estimated $253K sold.

Sigma Planning Corp first reported a position in IOT in Q1 2024 and held it in 9 quarters. The position peaked at $808K in Q1 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Sigma Planning Corp reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 7,993 Samsara shares in Q2 2026, an estimated $253K.
  • Sigma Planning Corp first reported a position in Samsara in Q1 2024 and held it in 9 quarters.
  • Sigma Planning Corp's Samsara position peaked at $808K in Q1 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.