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Private Wealth Management Group’s Samsara IOT Stock Holding History

Private Wealth Management Group’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 		$4.87K Buy
150
+131
+689% +$4.06K ﹤0.01% 853
2026
Q1 		$603 Sell
19
-89
-82% -$2.72K ﹤0.01% 1348
2025
Q4 		$3.83K Hold
108
– – ﹤0.01% 880
2025
Q3 		$4.02K Sell
108
-25
-19% -$929 ﹤0.01% 878
2025
Q2 		$5.29K Buy
+133
New +$5.5K ﹤0.01% 733

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

Private Wealth Management Group's IOT Position: Q2 2026 in Review

Private Wealth Management Group increased its Samsara (IOT) stake by 689% in Q2 2026, buying an estimated $4.06K and bringing the position to 150 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Private Wealth Management Group first reported a position in IOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.29K in Q2 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Private Wealth Management Group held 150 shares of Samsara worth $4.87K as of Q2 2026.
  • Private Wealth Management Group bought 131 Samsara shares in Q2 2026, an estimated $4.06K.
  • Samsara made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #853 holding.
  • Private Wealth Management Group first reported a position in Samsara in Q2 2025 and has held it in 5 quarters since.
  • Private Wealth Management Group's Samsara position peaked at $5.29K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.