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Summit Trail Advisors’s Samsara IOT Stock Holding History

Summit Trail 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
Q1 		$818K Buy
25,808
+14,991
+139% +$458K 0.01% 1004
2025
Q4 		$383K Sell
10,817
-244
-2% -$9.44K 0.01% 1155
2025
Q3 		$412K Buy
+11,061
New +$411K 0.01% 1133

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Trail Advisors's IOT Position: Q1 2026 in Review

Summit Trail Advisors increased its Samsara (IOT) stake by 139% in Q1 2026, buying an estimated $458K and bringing the position to 25,808 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #1004.

Summit Trail Advisors first reported a position in IOT in Q3 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Summit Trail Advisors held 25,808 shares of Samsara worth $818K as of Q1 2026.
  • Summit Trail Advisors bought 14,991 Samsara shares in Q1 2026, an estimated $458K.
  • Samsara made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1004 holding.
  • Summit Trail Advisors first reported a position in Samsara in Q3 2025 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.