Retirement Planning Company of New England’s Samsara IOT Stock Holding History

Retirement Planning Company of New England’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	$509K	Buy	15,699 +1,280	+9%	+$39.6K	0.18%	137
2026 Q1	$457K	Buy	14,419 +5,351	+59%	+$163K	0.19%	140
2025 Q4	$321K	Sell	9,068 -385	-4%	-$14.9K	0.13%	178
2025 Q3	$352K	Buy	9,453 +3,336	+55%	+$124K	0.14%	174
2025 Q2	$243K	Buy	6,117 +650	+12%	+$26.9K	0.11%	208
2025 Q1	$210K	Buy	+5,467	New	+$255K	0.1%	218

Other funds holding IOT

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JPT

Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Retirement Planning Company of New England's IOT Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Samsara (IOT) stake by 8.9% in Q2 2026, buying an estimated $39.6K and bringing the position to 15,699 shares worth $509K. The position accounts for 0.18% of the portfolio, ranked #137.

Retirement Planning Company of New England first reported a position in IOT in Q1 2025 and has held it in 6 quarters since. 325 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Retirement Planning Company of New England held 15,699 shares of Samsara worth $509K as of Q2 2026.
Retirement Planning Company of New England bought 1,280 Samsara shares in Q2 2026, an estimated $39.6K.
Samsara made up 0.18% of Retirement Planning Company of New England's portfolio in Q2 2026, its #137 holding.
Retirement Planning Company of New England first reported a position in Samsara in Q1 2025 and has held it in 6 quarters since.
325 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.