Creative Planning
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Creative Planning’s Samsara IOT Stock Holding History

Creative Planning’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 		$3.23M Sell
99,665
-11,928
-11% -$369K ﹤0.01% 1725
2026
Q1 		$3.54M Sell
111,593
-118,296
-51% -$3.61M ﹤0.01% 1437
2025
Q4 		$8.15M Sell
229,889
-485,861
-68% -$18.8M 0.01% 710
2025
Q3 		$26.7M Buy
715,750
+565,009
+375% +$21M 0.02% 299
2025
Q2 		$6M Sell
150,741
-16,141
-10% -$667K 0.01% 702
2025
Q1 		$6.4M Sell
166,882
-10,230
-6% -$476K 0.01% 628
2024
Q4 		$7.74M Buy
177,112
+29,413
+20% +$1.45M 0.01% 535
2024
Q3 		$7.11M Buy
147,699
+242
+0.2% +$9.81K 0.01% 535
2024
Q2 		$4.97M Buy
147,457
+20,482
+16% +$706K 0.01% 615
2024
Q1 		$4.8M Buy
126,975
+77
+0.1% +$2.62K 0.01% 614
2023
Q4 		$4.24M Sell
126,898
-106,272
-46% -$2.95M 0.01% 611
2023
Q3 		$5.88M Buy
+233,170
New +$6.19M 0.01% 481
2022
Q3 		– Sell
-117,374
Closed -$1.31M – 2380
2022
Q2 		$1.31M Buy
117,374
+45,967
+64% +$555K ﹤0.01% 862
2022
Q1 		$1.14M Buy
+71,407
New +$1.36M ﹤0.01% 927

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 Planning's IOT Position: Q2 2026 in Review

Creative Planning reduced its Samsara (IOT) stake by 11% in Q2 2026, selling an estimated $369K and leaving 99,665 shares worth $3.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Creative Planning first reported a position in IOT in Q1 2022 and has held it in 14 quarters since. The position peaked at $26.7M in Q3 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Creative Planning held 99,665 shares of Samsara worth $3.23M as of Q2 2026.
  • Creative Planning sold 11,928 Samsara shares in Q2 2026, an estimated $369K.
  • Samsara made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1725 holding.
  • Creative Planning first reported a position in Samsara in Q1 2022 and has held it in 14 quarters since.
  • Creative Planning's Samsara position peaked at $26.7M in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.