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Institute for Wealth Management’s Samsara IOT Stock Holding History

Institute for Wealth Management’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 		$9.89K Buy
+305
New +$9.45K ﹤0.01% 1317
2025
Q4 		– Sell
-8,739
Closed -$326K – 563
2025
Q3 		$326K Buy
8,739
+1,118
+15% +$41.5K 0.03% 432
2025
Q2 		$303K Sell
7,621
-14
-0.2% -$579 0.03% 434
2025
Q1 		$293K Buy
+7,635
New +$356K 0.04% 417

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

Institute for Wealth Management's IOT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Samsara (IOT) in Q2 2026: 305 shares worth $9.89K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IOT as recently as Q3 2025.

Institute for Wealth Management first reported a position in IOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $326K in Q3 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Institute for Wealth Management held 305 shares of Samsara worth $9.89K as of Q2 2026.
  • Samsara was a new Institute for Wealth Management position in Q2 2026.
  • Samsara made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1317 holding.
  • Institute for Wealth Management first reported a position in Samsara in Q1 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Samsara position peaked at $326K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.