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Whipplewood Advisors’s Samsara IOT Stock Holding History

Whipplewood 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
-21
Closed -$665 – 853
2026
Q1 		$665 Buy
21
+7
+50% +$214 ﹤0.01% 954
2025
Q4 		$496 Buy
+14
New +$542 ﹤0.01% 461
2025
Q3 		– Sell
-1,093
Closed -$43.5K – 732
2025
Q2 		$43.5K Buy
1,093
+850
+350% +$35.1K 0.02% 337
2025
Q1 		$37.5K Buy
+243
New +$11.3K 0.02% 350

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

Whipplewood Advisors's IOT Position: Q2 2026 in Review

Whipplewood Advisors sold out of Samsara (IOT) in Q2 2026, closing a stake of 21 shares — an estimated $665 sold.

Whipplewood Advisors first reported a position in IOT in Q1 2025 and held it in 4 quarters. The position peaked at $43.5K in Q2 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Whipplewood Advisors reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 21 Samsara shares in Q2 2026, an estimated $665.
  • Whipplewood Advisors first reported a position in Samsara in Q1 2025 and held it in 4 quarters.
  • Whipplewood Advisors's Samsara position peaked at $43.5K in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.