Focus Partners Wealth
IOT icon

Focus Partners Wealth’s Samsara IOT Stock Holding History

Focus Partners Wealth’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 		$1.91M Sell
58,992
-39,011
-40% -$1.21M ﹤0.01% 1372
2026
Q1 		$3.11M Sell
98,003
-21,553
-18% -$658K ﹤0.01% 1118
2025
Q4 		$4.24M Buy
119,556
+82,292
+221% +$3.19M ﹤0.01% 1002
2025
Q3 		$1.39M Sell
37,264
-8,888
-19% -$330K ﹤0.01% 1158
2025
Q2 		$1.84M Buy
46,152
+31,833
+222% +$1.32M ﹤0.01% 928
2025
Q1 		$549K Buy
14,319
+62
+0.4% +$2.89K ﹤0.01% 1308
2024
Q4 		$623K Buy
14,257
+6,339
+80% +$312K ﹤0.01% 1227
2024
Q3 		$381K Hold
7,918
– – ﹤0.01% 1239
2024
Q2 		$267K Hold
7,918
– – ﹤0.01% 1096
2024
Q1 		$299K Buy
+7,918
New +$269K ﹤0.01% 834

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

Focus Partners Wealth's IOT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Samsara (IOT) stake by 40% in Q2 2026, selling an estimated $1.21M and leaving 58,992 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Focus Partners Wealth first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.24M in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Focus Partners Wealth held 58,992 shares of Samsara worth $1.91M as of Q2 2026.
  • Focus Partners Wealth sold 39,011 Samsara shares in Q2 2026, an estimated $1.21M.
  • Samsara made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1372 holding.
  • Focus Partners Wealth first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Samsara position peaked at $4.24M in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.