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Axxcess Wealth Management’s Samsara IOT Stock Holding History

Axxcess 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 		$2.76M Buy
+85,257
New +$2.64M 0.04% 339

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

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

Axxcess Wealth Management opened a new position in Samsara (IOT) in Q2 2026: 85,257 shares worth $2.76M. The stake represents 0.04% of the portfolio and ranks #339 among its holdings.

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

  • Axxcess Wealth Management held 85,257 shares of Samsara worth $2.76M as of Q2 2026.
  • Samsara was a new Axxcess Wealth Management position in Q2 2026.
  • Samsara made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #339 holding.
  • 545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.