Wellington Management Group
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Wellington Management Group’s Samsara IOT Stock Holding History

Wellington Management Group’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 		$302M Buy
9,327,606
+813,922
+10% +$25.2M 0.05% 304
2026
Q1 		$270M Buy
8,513,684
+2,244,286
+36% +$68.5M 0.05% 318
2025
Q4 		$222M Buy
6,269,398
+3,088,299
+97% +$120M 0.04% 361
2025
Q3 		$118M Buy
3,181,099
+2,494,368
+363% +$92.6M 0.02% 519
2025
Q2 		$27.3M Buy
686,731
+229,772
+50% +$9.5M 0.01% 865
2025
Q1 		$17.5M Buy
456,959
+448,421
+5,252% +$20.9M ﹤0.01% 1003
2024
Q4 		$373K Buy
8,538
+579
+7% +$28.5K ﹤0.01% 1860
2024
Q3 		$383K Buy
7,959
+388
+5% +$15.7K ﹤0.01% 1847
2024
Q2 		$255K Buy
7,571
+861
+13% +$29.7K ﹤0.01% 1842
2024
Q1 		$254K Buy
+6,710
New +$228K ﹤0.01% 1860
2023
Q2 		– Sell
-20,468
Closed -$404K – 1899
2023
Q1 		$404K Sell
20,468
-964
-4% -$15.3K ﹤0.01% 1872
2022
Q4 		$266K Sell
21,432
-1,671,611
-99% -$19M ﹤0.01% 1920
2022
Q3 		$20.4M Buy
1,693,043
+468,179
+38% +$6.63M ﹤0.01% 903
2022
Q2 		$13.7M Buy
1,224,864
+1,204,487
+5,911% +$14.5M ﹤0.01% 1043
2022
Q1 		$326K Sell
20,377
-66,729
-77% -$1.27M ﹤0.01% 2002
2021
Q4 		$2.45M Buy
+87,106
New +$2.27M ﹤0.01% 1619

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group's IOT Position: Q2 2026 in Review

Wellington Management Group increased its Samsara (IOT) stake by 9.6% in Q2 2026, buying an estimated $25.2M and bringing the position to 9,327,606 shares worth $302M. The position accounts for 0.05% of the portfolio, ranked #304.

Wellington Management Group first reported a position in IOT in Q4 2021 and has held it in 16 quarters since. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Wellington Management Group held 9,327,606 shares of Samsara worth $302M as of Q2 2026.
  • Wellington Management Group bought 813,922 Samsara shares in Q2 2026, an estimated $25.2M.
  • Samsara made up 0.05% of Wellington Management Group's portfolio in Q2 2026, its #304 holding.
  • Wellington Management Group first reported a position in Samsara in Q4 2021 and has held it in 16 quarters since.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.