Strategic Wealth Advisors’s Samsara IOT Stock Holding History

Strategic 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	$2K	Hold	82	–	–	﹤0.01%	243
2026 Q1	$2K	Hold	82	–	–	﹤0.01%	246
2025 Q4	$2K	Buy	+82	New	+$3.17K	﹤0.01%	243

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

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

Strategic Wealth Advisors held its Samsara (IOT) position steady in Q2 2026 at 82 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Strategic Wealth Advisors first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Strategic Wealth Advisors held 82 shares of Samsara worth $2K as of Q2 2026.
Strategic Wealth Advisors left its Samsara share count unchanged in Q2 2026.
Samsara made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #243 holding.
Strategic Wealth Advisors first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.