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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
Q2 		$843 Sell
26
-398
-94% -$12.3K ﹤0.01% 2158
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 $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

Spire Wealth Management's IOT Position: Q2 2026 in Review

Spire Wealth Management reduced its Samsara (IOT) stake by 94% in Q2 2026, selling an estimated $12.3K and leaving 26 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Spire Wealth Management first reported a position in IOT in Q2 2023 and has held it in 10 quarters since. The position peaked at $583K in Q4 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Spire Wealth Management held 26 shares of Samsara worth $843 as of Q2 2026.
  • Spire Wealth Management sold 398 Samsara shares in Q2 2026, an estimated $12.3K.
  • Samsara made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2158 holding.
  • Spire Wealth Management first reported a position in Samsara in Q2 2023 and has held it in 10 quarters since.
  • Spire Wealth Management's Samsara position peaked at $583K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.