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SVB Wealth’s Samsara IOT Stock Holding History

SVB Wealth’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
-7,870
Closed -$279K – 397
2025
Q4 		$279K Sell
7,870
-1,766
-18% -$68.4K 0.02% 346
2025
Q3 		$359K Sell
9,636
-400
-4% -$14.9K 0.02% 330
2025
Q2 		$399K Sell
10,036
-27,893
-74% -$1.15M 0.02% 326
2025
Q1 		$1.45M Buy
37,929
+8
+0% +$373 0.06% 130
2024
Q4 		$1.66M Buy
+37,921
New +$1.87M 0.03% 249
2024
Q3 		– Sell
-32,010
Closed -$1.08M – 302
2024
Q2 		$1.08M Hold
32,010
– – 0.03% 305
2024
Q1 		$1.21M Buy
32,010
+23
+0.1% +$783 0.03% 312
2023
Q4 		$1.07M Sell
31,987
-234
-0.7% -$6.5K 0.03% 324
2023
Q3 		$812K Buy
32,221
+6,197
+24% +$164K 0.02% 344
2023
Q2 		$721K Buy
+26,024
New +$577K 0.01% 400

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

SVB Wealth's IOT Position: Q1 2026 in Review

SVB Wealth sold out of Samsara (IOT) in Q1 2026, closing a stake of 7,870 shares — an estimated $279K sold.

SVB Wealth first reported a position in IOT in Q2 2023 and held it in 10 quarters. The position peaked at $1.66M in Q4 2024. 544 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • SVB Wealth reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 7,870 Samsara shares in Q1 2026, an estimated $279K.
  • SVB Wealth first reported a position in Samsara in Q2 2023 and held it in 10 quarters.
  • SVB Wealth's Samsara position peaked at $1.66M in Q4 2024.
  • 544 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.