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
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 $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return