Ulland Investment Advisors’s Samsara IOT Stock Holding History

Ulland Investment 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	$20K	Sell	630 -500	-44%	-$15.5K	0.01%	160
2026 Q1	$36K	Hold	1,130	–	–	0.03%	130
2025 Q4	$40K	Hold	1,130	–	–	0.03%	123
2025 Q3	$42K	Sell	1,130 -760	-40%	-$28.2K	0.03%	124
2025 Q2	$75K	Hold	1,890	–	–	0.06%	98
2025 Q1	$72K	Hold	1,890	–	–	0.06%	97
2024 Q4	$83K	Hold	1,890	–	–	0.05%	91
2024 Q3	$91K	Hold	1,890	–	–	0.07%	85
2024 Q2	$64K	Sell	1,890 -100	-5%	-$3.45K	0.04%	100
2024 Q1	$75K	Buy	1,990 +500	+34%	+$17K	0.06%	99
2023 Q4	$50K	Hold	1,490	–	–	0.05%	104
2023 Q3	$38K	Buy	1,490 +600	+67%	+$15.9K	0.04%	111
2023 Q2	$25K	Buy	+890	New	+$19.7K	0.03%	126

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ulland Investment Advisors's IOT Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Samsara (IOT) stake by 44% in Q2 2026, selling an estimated $15.5K and leaving 630 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #160.

Ulland Investment Advisors first reported a position in IOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $91K in Q3 2024. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Ulland Investment Advisors held 630 shares of Samsara worth $20K as of Q2 2026.
Ulland Investment Advisors sold 500 Samsara shares in Q2 2026, an estimated $15.5K.
Samsara made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #160 holding.
Ulland Investment Advisors first reported a position in Samsara in Q2 2023 and has held it in 13 quarters since.
Ulland Investment Advisors's Samsara position peaked at $91K in Q3 2024.
552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.