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 $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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return