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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
Q2 		$776K Sell
23,930
-1,878
-7% -$58.2K 0.01% 1080
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 $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

Summit Trail Advisors's IOT Position: Q2 2026 in Review

Summit Trail Advisors reduced its Samsara (IOT) stake by 7.3% in Q2 2026, selling an estimated $58.2K and leaving 23,930 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #1080.

Summit Trail Advisors first reported a position in IOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $818K in Q1 2026. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Summit Trail Advisors held 23,930 shares of Samsara worth $776K as of Q2 2026.
  • Summit Trail Advisors sold 1,878 Samsara shares in Q2 2026, an estimated $58.2K.
  • Samsara made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1080 holding.
  • Summit Trail Advisors first reported a position in Samsara in Q3 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's Samsara position peaked at $818K in Q1 2026.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.