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Sheets Smith Wealth Management’s Samsara IOT Stock Holding History

Sheets Smith Wealth Management’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 		$211K Buy
+6,502
New +$201K 0.02% 399

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

Sheets Smith Wealth Management's IOT Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in Samsara (IOT) in Q2 2026: 6,502 shares worth $211K. The stake represents 0.02% of the portfolio and ranks #399 among its holdings.

548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Sheets Smith Wealth Management held 6,502 shares of Samsara worth $211K as of Q2 2026.
  • Samsara was a new Sheets Smith Wealth Management position in Q2 2026.
  • Samsara made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #399 holding.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.