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Moran Wealth Management’s Samsara IOT Stock Holding History

Moran 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 		$280K Buy
8,639
+348
+4% +$10.8K 0.01% 466
2026
Q1 		$263K Buy
8,291
+562
+7% +$17.2K 0.01% 436
2025
Q4 		$274K Sell
7,729
-1,621
-17% -$62.7K 0.01% 449
2025
Q3 		$348K Buy
+9,350
New +$347K 0.01% 443

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

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

Moran Wealth Management increased its Samsara (IOT) stake by 4.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 8,639 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #466.

Moran Wealth Management first reported a position in IOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $348K in Q3 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Moran Wealth Management held 8,639 shares of Samsara worth $280K as of Q2 2026.
  • Moran Wealth Management bought 348 Samsara shares in Q2 2026, an estimated $10.8K.
  • Samsara made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Moran Wealth Management first reported a position in Samsara in Q3 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Samsara position peaked at $348K in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.