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Bogart Wealth LLC’s Samsara IOT Stock Holding History

Bogart Wealth LLC’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 		$9.89K Buy
305
+254
+498% +$7.87K ﹤0.01% 1008
2026
Q1 		$1.62K Buy
51
+38
+292% +$1.16K ﹤0.01% 1321
2025
Q4 		$461 Buy
+13
New +$503 ﹤0.01% 1493

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

Bogart Wealth LLC's IOT Position: Q2 2026 in Review

Bogart Wealth LLC increased its Samsara (IOT) stake by 498% in Q2 2026, buying an estimated $7.87K and bringing the position to 305 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Bogart Wealth LLC first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Bogart Wealth LLC held 305 shares of Samsara worth $9.89K as of Q2 2026.
  • Bogart Wealth LLC bought 254 Samsara shares in Q2 2026, an estimated $7.87K.
  • Samsara made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1008 holding.
  • Bogart Wealth LLC first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.