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Family Legacy Financial Solutions’s Samsara IOT Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-2,000
Closed -$74.5K – 133
2025
Q3 		$74.5K Buy
2,000
+1,000
+100% +$37.1K 0.06% 79
2025
Q2 		$39.8K Buy
+1,000
New +$41.3K 0.03% 99

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Family Legacy Financial Solutions's IOT Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Samsara (IOT) in Q4 2025, closing a stake of 2,000 shares — an estimated $74.5K sold.

Family Legacy Financial Solutions first reported a position in IOT in Q2 2025 and held it in 2 quarters. The position peaked at $74.5K in Q3 2025. 546 funds tracked by Wall St. Rank hold IOT as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Samsara position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 2,000 Samsara shares in Q4 2025, an estimated $74.5K.
  • Family Legacy Financial Solutions first reported a position in Samsara in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Samsara position peaked at $74.5K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.