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Redwood Wealth Management Group’s Samsara IOT Stock Holding History

Redwood 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
Q1 		$929K Buy
29,300
+2,025
+7% +$61.8K 0.4% 56
2025
Q4 		$967K Buy
27,275
+14,675
+116% +$568K 0.4% 55
2025
Q3 		$469K Buy
12,600
+1,100
+10% +$40.9K 0.2% 107
2025
Q2 		$457K Buy
+11,500
New +$475K 0.21% 105
2024
Q3 		– Sell
-1,450
Closed -$48.9K – 610
2024
Q2 		$48.9K Buy
+1,450
New +$50K 0.04% 309

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

Redwood Wealth Management Group's IOT Position: Q1 2026 in Review

Redwood Wealth Management Group increased its Samsara (IOT) stake by 7.4% in Q1 2026, buying an estimated $61.8K and bringing the position to 29,300 shares worth $929K. The position accounts for 0.4% of the portfolio, ranked #56.

Redwood Wealth Management Group first reported a position in IOT in Q2 2024 and has held it in 5 quarters since. The position peaked at $967K in Q4 2025. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Redwood Wealth Management Group held 29,300 shares of Samsara worth $929K as of Q1 2026.
  • Redwood Wealth Management Group bought 2,025 Samsara shares in Q1 2026, an estimated $61.8K.
  • Samsara made up 0.4% of Redwood Wealth Management Group's portfolio in Q1 2026, its #56 holding.
  • Redwood Wealth Management Group first reported a position in Samsara in Q2 2024 and has held it in 5 quarters since.
  • Redwood Wealth Management Group's Samsara position peaked at $967K in Q4 2025.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.