Stifel Financial
IOT icon

Stifel Financial’s Samsara IOT Stock Holding History

Stifel Financial’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 		$1.02M Buy
31,377
+8,229
+36% +$255K ﹤0.01% 2544
2026
Q1 		$734K Sell
23,148
-386
-2% -$11.8K ﹤0.01% 2639
2025
Q4 		$834K Sell
23,534
-5,706
-20% -$221K ﹤0.01% 2556
2025
Q3 		$1.09M Sell
29,240
-2,575
-8% -$95.6K ﹤0.01% 2346
2025
Q2 		$1.27M Buy
31,815
+5,694
+22% +$235K ﹤0.01% 2170
2025
Q1 		$1M Buy
26,121
+2,189
+9% +$102K ﹤0.01% 2233
2024
Q4 		$1.05M Buy
23,932
+2,613
+12% +$129K ﹤0.01% 2213
2024
Q3 		$1.03M Sell
21,319
-1,893
-8% -$76.7K ﹤0.01% 2211
2024
Q2 		$782K Buy
23,212
+16,197
+231% +$559K ﹤0.01% 2330
2024
Q1 		$265K Buy
+7,015
New +$239K ﹤0.01% 2973
2022
Q1 		– Sell
-30,180
Closed -$848K – 3437
2021
Q4 		$848K Buy
+30,180
New +$786K ﹤0.01% 2241

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

Stifel Financial's IOT Position: Q2 2026 in Review

Stifel Financial increased its Samsara (IOT) stake by 36% in Q2 2026, buying an estimated $255K and bringing the position to 31,377 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Stifel Financial first reported a position in IOT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.27M in Q2 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Stifel Financial held 31,377 shares of Samsara worth $1.02M as of Q2 2026.
  • Stifel Financial bought 8,229 Samsara shares in Q2 2026, an estimated $255K.
  • Samsara made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2544 holding.
  • Stifel Financial first reported a position in Samsara in Q4 2021 and has held it in 11 quarters since.
  • Stifel Financial's Samsara position peaked at $1.27M in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.