Carson Wealth (CWM LLC)
IOT icon

Carson Wealth (CWM LLC)’s Samsara IOT Stock Holding History

Carson Wealth (CWM 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
Q1 		$288K Buy
9,082
+1,951
+27% +$59.6K ﹤0.01% 2416
2025
Q4 		$253K Buy
7,131
+804
+13% +$31.1K ﹤0.01% 2371
2025
Q3 		$236K Buy
6,327
+5,125
+426% +$190K ﹤0.01% 2319
2025
Q2 		$48K Buy
1,202
+149
+14% +$6.16K ﹤0.01% 3314
2025
Q1 		$40K Buy
1,053
+836
+385% +$38.9K ﹤0.01% 3167
2024
Q4 		$9K Sell
217
-301
-58% -$14.8K ﹤0.01% 3930
2024
Q3 		$25K Buy
518
+184
+55% +$7.46K ﹤0.01% 3226
2024
Q2 		$11K Buy
334
+12
+4% +$414 ﹤0.01% 3490
2024
Q1 		$12K Buy
322
+172
+115% +$5.85K ﹤0.01% 3232
2023
Q4 		$5K Buy
+150
New +$4.17K ﹤0.01% 3514

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