Summit Financial’s Samsara IOT Stock Holding History

Summit 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 Q1	–	Sell	-29,487	Closed	-$1.05M	–	1435
2025 Q4	$1.05M	Buy	29,487 +419	+1%	+$16.2K	0.02%	659
2025 Q3	$1.08M	Buy	+29,068	New	+$1.08M	0.02%	627

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Summit Financial's IOT Position: Q1 2026 in Review

Summit Financial sold out of Samsara (IOT) in Q1 2026, closing a stake of 29,487 shares — an estimated $1.05M sold.

Summit Financial first reported a position in IOT in Q3 2025 and held it in 2 quarters. The position peaked at $1.08M in Q3 2025. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Summit Financial reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Summit Financial sold 29,487 Samsara shares in Q1 2026, an estimated $1.05M.
Summit Financial first reported a position in Samsara in Q3 2025 and held it in 2 quarters.
Summit Financial's Samsara position peaked at $1.08M in Q3 2025.
544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.