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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 		$634K Sell
20,000
-10,000
-33% -$305K 0.01% 425
2025
Q4 		$1.06M Buy
30,000
+10,000
+50% +$387K 0.02% 319
2025
Q3 		$745K Buy
+20,000
New +$743K 0.01% 397
2025
Q2 		– Hold
0
– – – 272
2025
Q1 		– Hold
0
– – – 328
2024
Q4 		– Hold
0
– – – 280
2024
Q3 		– Hold
0
– – – 385
2024
Q2 		– Hold
0
– – – 302

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 $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mission Wealth Management's IOT Position: Q1 2026 in Review

Mission Wealth Management increased its Samsara (IOT) stake by 0.04% in Q1 2026, buying an estimated $550 and bringing the position to 41,732 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #277.

Mission Wealth Management first reported a position in IOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q2 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Mission Wealth Management held 41,732 shares of Samsara worth $1.32M as of Q1 2026.
  • Mission Wealth Management bought 18 Samsara shares in Q1 2026, an estimated $550.
  • Samsara made up 0.03% of Mission Wealth Management's portfolio in Q1 2026, its #277 holding.
  • Mission Wealth Management first reported a position in Samsara in Q1 2024 and has held it in 9 quarters since.
  • Mission Wealth Management's Samsara position peaked at $1.66M in Q2 2025.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.