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Legacy Wealth Management (Idaho)’s Samsara IOT Stock Holding History

Legacy Wealth Management (Idaho)’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
-81
Closed -$2.57K – 557
2026
Q1 		$2.57K Buy
+81
New +$2.47K ﹤0.01% 733

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

Legacy Wealth Management (Idaho)'s IOT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Samsara (IOT) in Q2 2026, closing a stake of 81 shares — an estimated $2.57K sold.

Legacy Wealth Management (Idaho) first reported a position in IOT in Q1 2026 and held it in 1 quarter. The position peaked at $2.57K in Q1 2026. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 81 Samsara shares in Q2 2026, an estimated $2.57K.
  • Legacy Wealth Management (Idaho) first reported a position in Samsara in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Samsara position peaked at $2.57K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.