SOA Wealth Advisors’s Samsara IOT Stock Holding History

SOA Wealth 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	–	Sell	-500	Closed	-$15.8K	–	924
2026 Q1	$15.8K	Buy	+500	New	+$15.3K	﹤0.01%	529

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

SOA Wealth Advisors's IOT Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Samsara (IOT) in Q2 2026, closing a stake of 500 shares — an estimated $15.8K sold.

SOA Wealth Advisors first reported a position in IOT in Q1 2026 and held it in 1 quarter. The position peaked at $15.8K in Q1 2026. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

SOA Wealth Advisors reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 500 Samsara shares in Q2 2026, an estimated $15.8K.
SOA Wealth Advisors first reported a position in Samsara in Q1 2026 and held it in 1 quarter.
SOA Wealth Advisors's Samsara position peaked at $15.8K in Q1 2026.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.