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Toth Financial Advisory’s Samsara IOT Stock Holding History

Toth Financial Advisory’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 		$1.62K Buy
+50
New +$1.55K ﹤0.01% 768

Other funds holding IOT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Toth Financial Advisory's IOT Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Samsara (IOT) in Q2 2026: 50 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #768 among its holdings.

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

  • Toth Financial Advisory held 50 shares of Samsara worth $1.62K as of Q2 2026.
  • Samsara was a new Toth Financial Advisory position in Q2 2026.
  • Samsara made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #768 holding.
  • 74 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.