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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
Q2 		– Sell
-29,300
Closed -$929K – 54
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 $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

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

Redwood Wealth Management Group sold out of Samsara (IOT) in Q2 2026, closing a stake of 29,300 shares — an estimated $929K sold.

Redwood Wealth Management Group first reported a position in IOT in Q2 2024 and held it in 5 quarters. The position peaked at $967K in Q4 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 29,300 Samsara shares in Q2 2026, an estimated $929K.
  • Redwood Wealth Management Group first reported a position in Samsara in Q2 2024 and held it in 5 quarters.
  • Redwood Wealth Management Group's Samsara position peaked at $967K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.