Prosperity Financial Group’s Samsara IOT Stock Holding History

Prosperity Financial 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	$695K	Buy	21,442 +674	+3%	+$20.9K	0.22%	107
2026 Q1	$658K	Buy	20,768 +677	+3%	+$20.7K	0.24%	104
2025 Q4	$712K	Buy	20,091 +1,497	+8%	+$57.9K	0.26%	98
2025 Q3	$693K	Buy	18,594 +1,354	+8%	+$50.3K	0.25%	95
2025 Q2	$686K	Sell	17,240 -157	-0.9%	-$6.49K	0.29%	87
2025 Q1	$667K	Sell	17,397 -80	-0.5%	-$3.73K	0.33%	77
2024 Q4	$764K	Buy	17,477 +3,899	+29%	+$192K	0.38%	69
2024 Q3	$653K	Sell	13,578 -402	-3%	-$16.3K	0.37%	73
2024 Q2	$471K	Buy	13,980 +1,414	+11%	+$48.8K	0.3%	79
2024 Q1	$475K	Buy	+12,566	New	+$428K	0.29%	83

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Prosperity Financial Group's IOT Position: Q2 2026 in Review

Prosperity Financial Group increased its Samsara (IOT) stake by 3.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 21,442 shares worth $695K. The position accounts for 0.22% of the portfolio, ranked #107.

Prosperity Financial Group first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $764K in Q4 2024. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Prosperity Financial Group held 21,442 shares of Samsara worth $695K as of Q2 2026.
Prosperity Financial Group bought 674 Samsara shares in Q2 2026, an estimated $20.9K.
Samsara made up 0.22% of Prosperity Financial Group's portfolio in Q2 2026, its #107 holding.
Prosperity Financial Group first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
Prosperity Financial Group's Samsara position peaked at $764K in Q4 2024.
548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.