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Phoenix Financial’s Samsara IOT Stock Holding History

Phoenix Financial’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 		$226K Sell
7,000
-357
-5% -$11.1K ﹤0.01% 485
2026
Q1 		$233K Buy
7,357
+357
+5% +$10.9K ﹤0.01% 433
2025
Q4 		$252K Hold
7,000
– – ﹤0.01% 409
2025
Q3 		$261K Buy
+7,000
New +$260K ﹤0.01% 405

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

Phoenix Financial's IOT Position: Q2 2026 in Review

Phoenix Financial reduced its Samsara (IOT) stake by 4.9% in Q2 2026, selling an estimated $11.1K and leaving 7,000 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Phoenix Financial first reported a position in IOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q3 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Phoenix Financial held 7,000 shares of Samsara worth $226K as of Q2 2026.
  • Phoenix Financial sold 357 Samsara shares in Q2 2026, an estimated $11.1K.
  • Samsara made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #485 holding.
  • Phoenix Financial first reported a position in Samsara in Q3 2025 and has held it in 4 quarters since.
  • Phoenix Financial's Samsara position peaked at $261K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.