Whittier Trust’s Samsara IOT Stock Holding History

Whittier Trust’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	$5.66K	Buy	151 +51	+51%	+$1.58K	﹤0.01%	1200
2026 Q1	$3.15K	Buy	+100	New	+$3.05K	﹤0.01%	1247

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Whittier Trust's IOT Position: Q2 2026 in Review

Whittier Trust increased its Samsara (IOT) stake by 51% in Q2 2026, buying an estimated $1.58K and bringing the position to 151 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Whittier Trust first reported a position in IOT in Q1 2026 and has held it in 2 quarters since. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Whittier Trust held 151 shares of Samsara worth $5.66K as of Q2 2026.
Whittier Trust bought 51 Samsara shares in Q2 2026, an estimated $1.58K.
Samsara made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1200 holding.
Whittier Trust first reported a position in Samsara in Q1 2026 and has held it in 2 quarters since.
546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.