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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
2024
Q4 		– Sell
-1,300
Closed -$62.6K – 184
2024
Q3 		$62.6K Buy
+1,300
New +$52.7K 0.04% 151

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.72T AUM 30.48% 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

Prosperity Financial Group's IOT Position: Q1 2026 in Review

Prosperity Financial Group increased its Samsara (IOT) stake by 3.4% in Q1 2026, buying an estimated $20.7K and bringing the position to 20,768 shares worth $658K. The position accounts for 0.24% of the portfolio, ranked #104.

Prosperity Financial Group first reported a position in IOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $764K in Q4 2024. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Prosperity Financial Group held 20,768 shares of Samsara worth $658K as of Q1 2026.
  • Prosperity Financial Group bought 677 Samsara shares in Q1 2026, an estimated $20.7K.
  • Samsara made up 0.24% of Prosperity Financial Group's portfolio in Q1 2026, its #104 holding.
  • Prosperity Financial Group first reported a position in Samsara in Q1 2024 and has held it in 9 quarters since.
  • Prosperity Financial Group's Samsara position peaked at $764K in Q4 2024.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.