AWM
IOT icon

Activest Wealth Management’s Samsara IOT Stock Holding History

Activest 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
Q1 		– Sell
-1
Closed -$35 – 1323
2025
Q4 		$35 Buy
+1
New +$39 ﹤0.01% 1095
2025
Q3 		– Sell
-1
Closed -$37 – 1265
2025
Q2 		$40 Buy
+1
New +$41 ﹤0.01% 1000
2025
Q1 		– Hold
0
– – – 1245
2024
Q4 		– Hold
0
– – – 1048
2024
Q3 		– Hold
0
– – – 671
2024
Q2 		– Hold
0
– – – 614
2024
Q1 		– Hold
0
– – – 416
2023
Q4 		– Sell
-220
Closed -$6.11K – 415
2023
Q3 		$5.54K Buy
220
+54
+33% +$1.43K ﹤0.01% 218
2023
Q2 		$5K Buy
+166
New +$3.68K ﹤0.01% 227

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return