Valued Wealth Advisors’s Samsara IOT Stock Holding History

Valued Wealth 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	–	Sell	-90	Closed	-$2.85K	–	927
2026 Q1	$2.85K	Hold	90	–	–	﹤0.01%	485
2025 Q4	$3.19K	Hold	90	–	–	﹤0.01%	356
2025 Q3	$3.35K	Buy	+90	New	+$3.34K	﹤0.01%	337

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

Valued Wealth Advisors's IOT Position: Q2 2026 in Review

Valued Wealth Advisors sold out of Samsara (IOT) in Q2 2026, closing a stake of 90 shares — an estimated $2.85K sold.

Valued Wealth Advisors first reported a position in IOT in Q3 2025 and held it in 3 quarters. The position peaked at $3.35K in Q3 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Valued Wealth Advisors reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
Valued Wealth Advisors sold 90 Samsara shares in Q2 2026, an estimated $2.85K.
Valued Wealth Advisors first reported a position in Samsara in Q3 2025 and held it in 3 quarters.
Valued Wealth Advisors's Samsara position peaked at $3.35K in Q3 2025.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.