Wellington Management Group

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 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 $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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return