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Cassaday & Co Wealth Management’s Samsara IOT Stock Holding History

Cassaday & Co 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 		$23.5K Buy
726
+36
+5% +$1.11K ﹤0.01% 749
2026
Q1 		$21.9K Buy
+690
New +$21.1K ﹤0.01% 771

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

Cassaday & Co Wealth Management's IOT Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Samsara (IOT) stake by 5.2% in Q2 2026, buying an estimated $1.11K and bringing the position to 726 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Cassaday & Co Wealth Management first reported a position in IOT in Q1 2026 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Cassaday & Co Wealth Management held 726 shares of Samsara worth $23.5K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 36 Samsara shares in Q2 2026, an estimated $1.11K.
  • Samsara made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #749 holding.
  • Cassaday & Co Wealth Management first reported a position in Samsara in Q1 2026 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.