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Sunrise Financial Services’s Samsara IOT Stock Holding History

Sunrise Financial Services’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 		$778 Hold
24
– – ﹤0.01% 516
2026
Q1 		$761 Hold
24
– – ﹤0.01% 527
2025
Q4 		$851 Buy
+24
New +$929 ﹤0.01% 478

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

Sunrise Financial Services's IOT Position: Q2 2026 in Review

Sunrise Financial Services held its Samsara (IOT) position steady in Q2 2026 at 24 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Sunrise Financial Services first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $851 in Q4 2025. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Sunrise Financial Services held 24 shares of Samsara worth $778 as of Q2 2026.
  • Sunrise Financial Services left its Samsara share count unchanged in Q2 2026.
  • Samsara made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #516 holding.
  • Sunrise Financial Services first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Samsara position peaked at $851 in Q4 2025.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.