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Spire Wealth Management’s Samsara IOT Stock Holding History

Spire 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
Q1 		$13.4K Sell
424
-1,125
-73% -$34.4K ﹤0.01% 1538
2025
Q4 		$54.9K Sell
1,549
-205
-12% -$7.93K ﹤0.01% 1149
2025
Q3 		$65.3K Sell
1,754
-5,331
-75% -$198K ﹤0.01% 1145
2025
Q2 		$282K Sell
7,085
-5,122
-42% -$212K 0.01% 673
2025
Q1 		$468K Sell
12,207
-1,128
-8% -$52.5K 0.02% 575
2024
Q4 		$583K Buy
13,335
+4,935
+59% +$243K 0.02% 514
2024
Q3 		$404K Buy
8,400
+200
+2% +$8.11K 0.01% 565
2024
Q2 		$276K Buy
+8,200
New +$283K 0.01% 635
2023
Q3 		– Sell
-5,092
Closed -$141K – 2413
2023
Q2 		$141K Buy
+5,092
New +$113K 0.01% 846

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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return