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 Q2	$908	Buy	+28	New	+$867	﹤0.01%	973
2026 Q1	–	Sell	-1	Closed	-$35	–	1283
2025 Q4	$35	Buy	+1	New	+$39	﹤0.01%	1095
2025 Q3	–	Sell	-1	Closed	-$37	–	1170
2025 Q2	$40	Buy	+1	New	+$41	﹤0.01%	1000
2023 Q4	–	Sell	-220	Closed	-$6.11K	–	355
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 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Activest Wealth Management opened a new position in Samsara (IOT) in Q2 2026: 28 shares worth $908. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in IOT as recently as Q4 2025.

Activest Wealth Management first reported a position in IOT in Q2 2023 and has held it in 5 quarters since. The position peaked at $5.54K in Q3 2023. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Activest Wealth Management held 28 shares of Samsara worth $908 as of Q2 2026.
Samsara was a new Activest Wealth Management position in Q2 2026.
Samsara made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #973 holding.
Activest Wealth Management first reported a position in Samsara in Q2 2023 and has held it in 5 quarters since.
Activest Wealth Management's Samsara position peaked at $5.54K in Q3 2023.
551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.