AWM
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Abound Wealth Management’s Samsara IOT Stock Holding History

Abound Wealth Management’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 		$195 Buy
+6
New +$186 ﹤0.01% 1118

Other funds holding IOT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Abound Wealth Management's IOT Position: Q2 2026 in Review

Abound Wealth Management opened a new position in Samsara (IOT) in Q2 2026: 6 shares worth $195. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings.

54 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Abound Wealth Management held 6 shares of Samsara worth $195 as of Q2 2026.
  • Samsara was a new Abound Wealth Management position in Q2 2026.
  • Samsara made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1118 holding.
  • 54 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.