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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
Q2 		– Sell
-20,000
Closed -$634K – 1080
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 $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

Mission Wealth Management's IOT Position: Q2 2026 in Review

Mission Wealth Management reduced its Samsara (IOT) stake by 13% in Q2 2026, selling an estimated $167K and leaving 36,338 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #433.

Mission Wealth Management first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Mission Wealth Management held 36,338 shares of Samsara worth $1.18M as of Q2 2026.
  • Mission Wealth Management sold 5,394 Samsara shares in Q2 2026, an estimated $167K.
  • Samsara made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Mission Wealth Management first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • Mission Wealth Management's Samsara position peaked at $1.66M in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.