SWP
IOT icon

Strategic Wealth Partners’s Samsara IOT Stock Holding History

Strategic Wealth Partners’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 		$26.3K Hold
812
– – ﹤0.01% 675
2026
Q1 		$25.7K Hold
812
– – ﹤0.01% 648
2025
Q4 		$28.8K Sell
812
-3,773
-82% -$146K ﹤0.01% 625
2025
Q3 		$171K Buy
4,585
+4,385
+2,193% +$163K 0.01% 353
2025
Q2 		$7.96K Buy
+200
New +$8.27K ﹤0.01% 824

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

Strategic Wealth Partners's IOT Position: Q2 2026 in Review

Strategic Wealth Partners held its Samsara (IOT) position steady in Q2 2026 at 812 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Strategic Wealth Partners first reported a position in IOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $171K in Q3 2025. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Strategic Wealth Partners held 812 shares of Samsara worth $26.3K as of Q2 2026.
  • Strategic Wealth Partners left its Samsara share count unchanged in Q2 2026.
  • Samsara made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #675 holding.
  • Strategic Wealth Partners first reported a position in Samsara in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Samsara position peaked at $171K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.