LFG
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Larson Financial Group’s Samsara IOT Stock Holding History

Larson Financial Group’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 		$36K Buy
1,137
+829
+269% +$25.3K ﹤0.01% 1536
2025
Q4 		$10.9K Sell
308
-199
-39% -$7.7K ﹤0.01% 2073
2025
Q3 		$18.9K Buy
507
+300
+145% +$11.1K ﹤0.01% 1674
2025
Q2 		$8.23K Buy
207
+200
+2,857% +$8.27K ﹤0.01% 1904
2025
Q1 		$268 Sell
7
-5
-42% -$233 ﹤0.01% 2726
2024
Q4 		$524 Hold
12
– – ﹤0.01% 2184
2024
Q3 		$577 Buy
12
+5
+71% +$203 ﹤0.01% 2095
2024
Q2 		$236 Hold
7
– – ﹤0.01% 2024
2024
Q1 		$265 Hold
7
– – ﹤0.01% 1617
2023
Q4 		$234 Buy
+7
New +$194 ﹤0.01% 1644

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