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Creative Financial Designs’s Samsara IOT Stock Holding History

Creative Financial Designs’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 		– Sell
-10
Closed -$317 – 2300
2026
Q1 		$317 Buy
+10
New +$305 ﹤0.01% 2046
2025
Q1 		– Sell
-25
Closed -$1.09K – 2088
2024
Q4 		$1.09K Buy
+25
New +$1.23K ﹤0.01% 1683

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

Creative Financial Designs's IOT Position: Q2 2026 in Review

Creative Financial Designs sold out of Samsara (IOT) in Q2 2026, closing a stake of 10 shares — an estimated $317 sold.

Creative Financial Designs first reported a position in IOT in Q4 2024 and held it in 2 quarters. The position peaked at $1.09K in Q4 2024. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Creative Financial Designs reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 10 Samsara shares in Q2 2026, an estimated $317.
  • Creative Financial Designs first reported a position in Samsara in Q4 2024 and held it in 2 quarters.
  • Creative Financial Designs's Samsara position peaked at $1.09K in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.