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Litman Gregory Wealth Management’s Samsara IOT Stock Holding History

Litman Gregory 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
2025
Q4 		$887 Buy
+25
New +$968 ﹤0.01% 325

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Litman Gregory Wealth Management's IOT Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Samsara (IOT) in Q4 2025: 25 shares worth $887. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

546 funds tracked by Wall St. Rank hold IOT as of Q4 2025.

  • Litman Gregory Wealth Management held 25 shares of Samsara worth $887 as of Q4 2025.
  • Samsara was a new Litman Gregory Wealth Management position in Q4 2025.
  • Samsara made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #325 holding.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.