MWM
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Mission Wealth Management’s Samsara IOT Stock Holding History

Mission 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
Q1 		$1.32M Buy
41,732
+18
+0% +$550 0.03% 277
2025
Q4 		$1.48M Buy
41,714
+5
+0% +$194 0.03% 262
2025
Q3 		$1.55M Sell
41,709
-7
-0% -$260 0.03% 251
2025
Q2 		$1.66M Buy
41,716
+17,794
+74% +$735K 0.04% 234
2025
Q1 		$917K Hold
23,922
– – 0.02% 327
2024
Q4 		$1.05M Buy
23,922
+2
+0% +$98 0.02% 279
2024
Q3 		$1.15M Sell
23,920
-2,303
-9% -$93.3K 0.03% 258
2024
Q2 		$884K Sell
26,223
-2,872
-10% -$99.1K 0.02% 301
2024
Q1 		$1.1M Buy
+29,095
New +$990K 0.03% 273

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