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Planning Strategies’s Samsara IOT Stock Holding History

Planning Strategies’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 		$2.04K Buy
+63
New +$1.95K ﹤0.01% 588

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Planning Strategies's IOT Position: Q2 2026 in Review

Planning Strategies opened a new position in Samsara (IOT) in Q2 2026: 63 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

514 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Planning Strategies held 63 shares of Samsara worth $2.04K as of Q2 2026.
  • Samsara was a new Planning Strategies position in Q2 2026.
  • Samsara made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #588 holding.
  • 514 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.