HFS
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Hughes Financial Services’s Samsara IOT Stock Holding History

Hughes Financial Services’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 		$551 Buy
17
+11
+183% +$341 ﹤0.01% 1068
2026
Q1 		$190 Buy
+6
New +$183 ﹤0.01% 1111
2025
Q3 		– Sell
-14
Closed -$515 – 1069
2025
Q2 		$515 Buy
+14
New +$579 ﹤0.01% 947

Other funds holding IOT

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Hughes Financial Services's IOT Position: Q2 2026 in Review

Hughes Financial Services increased its Samsara (IOT) stake by 183% in Q2 2026, buying an estimated $341 and bringing the position to 17 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Hughes Financial Services first reported a position in IOT in Q2 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Hughes Financial Services held 17 shares of Samsara worth $551 as of Q2 2026.
  • Hughes Financial Services bought 11 Samsara shares in Q2 2026, an estimated $341.
  • Samsara made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1068 holding.
  • Hughes Financial Services first reported a position in Samsara in Q2 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.