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Mosley Wealth Management’s Samsara IOT Stock Holding History

Mosley 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 		$27.4K Sell
845
-2,090
-71% -$64.7K 0.01% 300
2026
Q1 		$109K Buy
+2,935
New +$89.6K 0.05% 173

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
JPT
Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Mosley Wealth Management reduced its Samsara (IOT) stake by 71% in Q2 2026, selling an estimated $64.7K and leaving 845 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #300.

Mosley Wealth Management first reported a position in IOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $109K in Q1 2026. 256 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Mosley Wealth Management held 845 shares of Samsara worth $27.4K as of Q2 2026.
  • Mosley Wealth Management sold 2,090 Samsara shares in Q2 2026, an estimated $64.7K.
  • Samsara made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Mosley Wealth Management first reported a position in Samsara in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Samsara position peaked at $109K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.