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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 $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

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. 554 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.
  • 554 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.