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Action Point Financial Planning’s Samsara IOT Stock Holding History

Action Point Financial Planning’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 		$22.2K Buy
+99
New +$3.07K ﹤0.01% 1091

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

Action Point Financial Planning's IOT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Samsara (IOT) in Q2 2026: 99 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings.

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

  • Action Point Financial Planning held 99 shares of Samsara worth $22.2K as of Q2 2026.
  • Samsara was a new Action Point Financial Planning position in Q2 2026.
  • Samsara made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1091 holding.
  • 545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.