IWS
IOT icon

Intentional Wealth Strategies’s Samsara IOT Stock Holding History

Intentional Wealth Strategies’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
-1,837
Closed -$58.2K – 485
2026
Q1 		$58.2K Buy
+1,837
New +$56.1K 0.05% 144

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Intentional Wealth Strategies's IOT Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Samsara (IOT) in Q2 2026, closing a stake of 1,837 shares — an estimated $58.2K sold.

Intentional Wealth Strategies first reported a position in IOT in Q1 2026 and held it in 1 quarter. The position peaked at $58.2K in Q1 2026. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 1,837 Samsara shares in Q2 2026, an estimated $58.2K.
  • Intentional Wealth Strategies first reported a position in Samsara in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Samsara position peaked at $58.2K in Q1 2026.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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