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Global Wealth Strategies & Associates’s Samsara IOT Stock Holding History

Global Wealth Strategies & Associates’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
-300
Closed -$9.51K – 249
2026
Q1 		$9.51K Hold
300
– – ﹤0.01% 321
2025
Q4 		$10.6K Hold
300
– – ﹤0.01% 302
2025
Q3 		$11.2K Hold
300
– – ﹤0.01% 277
2025
Q2 		$11.9K Hold
300
– – ﹤0.01% 207
2025
Q1 		$11.5K Hold
300
– – ﹤0.01% 244
2024
Q4 		$13.1K Hold
300
– – ﹤0.01% 202
2024
Q3 		$14.4K Hold
300
– – ﹤0.01% 166
2024
Q2 		$10.1K Hold
300
– – ﹤0.01% 175
2024
Q1 		$11.3K Hold
300
– – ﹤0.01% 172
2023
Q4 		$10K Hold
300
– – ﹤0.01% 169
2023
Q3 		$7.56K Hold
300
– – ﹤0.01% 182
2023
Q2 		$8.31K Hold
300
– – ﹤0.01% 178
2023
Q1 		$5.92K Hold
300
– – ﹤0.01% 199
2022
Q4 		$3.73K Buy
+300
New +$3.42K ﹤0.01% 231

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

Global Wealth Strategies & Associates's IOT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Samsara (IOT) in Q2 2026, closing a stake of 300 shares — an estimated $9.51K sold.

Global Wealth Strategies & Associates first reported a position in IOT in Q4 2022 and held it in 14 quarters. The position peaked at $14.4K in Q3 2024. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 300 Samsara shares in Q2 2026, an estimated $9.51K.
  • Global Wealth Strategies & Associates first reported a position in Samsara in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Samsara position peaked at $14.4K in Q3 2024.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.