Superior Planning, LLC’s Samsara IOT Stock Holding History

Superior Planning, LLC’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 Q3	$2.29K	Buy	+60	New	+$2.3K	﹤0.01%	1513

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Superior Planning, LLC's IOT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Samsara (IOT) in Q3 2026: 60 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #1513 among its holdings.

404 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

Superior Planning, LLC held 60 shares of Samsara worth $2.29K as of Q3 2026.
Samsara was a new Superior Planning, LLC position in Q3 2026.
Samsara made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1513 holding.
404 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.