Sumitomo Mitsui Trust Group’s Samsara IOT Stock Holding History

Sumitomo Mitsui Trust Group’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 Q3	$25.4M	Buy	666,778 +32,122	+5%	+$1.23M	0.01%	578
2026 Q2	$20.6M	Sell	634,656 -1,944	-0.3%	-$60.2K	0.01%	617
2026 Q1	$20.2M	Buy	636,600 +5,109	+0.8%	+$156K	0.01%	620
2025 Q4	$22.4M	Buy	631,491 +75,018	+13%	+$2.9M	0.01%	628
2025 Q3	$20.7M	Buy	556,473 +7,451	+1%	+$277K	0.01%	639
2025 Q2	$21.8M	Buy	549,022 +12,886	+2%	+$533K	0.01%	625
2025 Q1	$20.6M	Buy	536,136 +76,720	+17%	+$3.57M	0.01%	636
2024 Q4	$20.1M	Buy	459,416 +83,133	+22%	+$4.09M	0.01%	643
2024 Q3	$18.1M	Buy	376,283 +16,528	+5%	+$670K	0.01%	658
2024 Q2	$12.1M	Buy	359,755 +137	+0%	+$4.72K	0.01%	691
2024 Q1	$13.6M	Buy	+359,618	New	+$12.2M	0.01%	748

Other funds holding IOT

Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Loftus Peak Sydney, Australia $781M AUM

Capital Investment Services of America Milwaukee, Wisconsin $1.09B AUM 8.58% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IOT Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Samsara (IOT) stake by 5.1% in Q3 2026, buying an estimated $1.23M and bringing the position to 666,778 shares worth $25.4M. The position accounts for 0.01% of the portfolio, ranked #578.

Sumitomo Mitsui Trust Group first reported a position in IOT in Q1 2024 and has held it in 11 quarters since. 198 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

Sumitomo Mitsui Trust Group held 666,778 shares of Samsara worth $25.4M as of Q3 2026.
Sumitomo Mitsui Trust Group bought 32,122 Samsara shares in Q3 2026, an estimated $1.23M.
Samsara made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #578 holding.
Sumitomo Mitsui Trust Group first reported a position in Samsara in Q1 2024 and has held it in 11 quarters since.
198 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.