UBS AM

UBS AM’s Samsara IOT Stock Holding History

UBS AM’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	$54.7M	Sell	1,726,295 -190,921	-10%	-$5.83M	0.01%	604
2025 Q4	$68M	Sell	1,917,216 -1,088,128	-36%	-$42.1M	0.01%	558
2025 Q3	$112M	Sell	3,005,344 -986,137	-25%	-$36.6M	0.02%	454
2025 Q2	$159M	Buy	3,991,481 +1,167,997	+41%	+$48.3M	0.03%	441
2025 Q1	$108M	Buy	2,823,484 +1,047,068	+59%	+$48.8M	0.03%	516
2024 Q4	$77.6M	Sell	1,776,416 -322,931	-15%	-$15.9M	0.02%	567
2024 Q3	$101M	Sell	2,099,347 -300,691	-13%	-$12.2M	0.03%	518
2024 Q2	$80.9M	Buy	2,400,038 +1,709,140	+247%	+$58.9M	0.02%	507
2024 Q1	$26.1M	Buy	690,898 +378,898	+121%	+$12.9M	0.01%	722
2023 Q4	$10.4M	Hold	312,000	–	–	﹤0.01%	966
2023 Q3	$7.87M	Buy	312,000 +213,312	+216%	+$5.66M	﹤0.01%	1029
2023 Q2	$1.95M	Hold	98,688	–	–	﹤0.01%	1664
2023 Q1	$1.95M	Buy	98,688 +28,582	+41%	+$453K	﹤0.01%	1664
2022 Q4	$871K	Buy	70,106 +27,432	+64%	+$312K	﹤0.01%	1914
2022 Q3	$515K	Sell	42,674 -8,622	-17%	-$122K	﹤0.01%	2335
2022 Q2	$573K	Buy	+51,296	New	+$619K	﹤0.01%	2256

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