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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
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 $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 $6.73T AUM 46.02% 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

Phoenix Financial's IOT Position: Q1 2026 in Review

Phoenix Financial increased its Samsara (IOT) stake by 5.1% in Q1 2026, buying an estimated $10.9K and bringing the position to 7,357 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Phoenix Financial first reported a position in IOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $261K in Q3 2025. 540 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Phoenix Financial held 7,357 shares of Samsara worth $233K as of Q1 2026.
  • Phoenix Financial bought 357 Samsara shares in Q1 2026, an estimated $10.9K.
  • Samsara made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #433 holding.
  • Phoenix Financial first reported a position in Samsara in Q3 2025 and has held it in 3 quarters since.
  • Phoenix Financial's Samsara position peaked at $261K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.