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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
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 $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

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

Moran Wealth Management increased its Samsara (IOT) stake by 7.3% in Q1 2026, buying an estimated $17.2K and bringing the position to 8,291 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #436.

Moran Wealth Management first reported a position in IOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $348K in Q3 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Moran Wealth Management held 8,291 shares of Samsara worth $263K as of Q1 2026.
  • Moran Wealth Management bought 562 Samsara shares in Q1 2026, an estimated $17.2K.
  • Samsara made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #436 holding.
  • Moran Wealth Management first reported a position in Samsara in Q3 2025 and has held it in 3 quarters since.
  • Moran Wealth Management's Samsara position peaked at $348K in Q3 2025.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.