True Wealth Design
IOT icon

True Wealth Design’s Samsara IOT Stock Holding History

True Wealth Design’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
Q3 		$4.65K Buy
122
+47
+63% +$1.8K ﹤0.01% 1368
2026
Q2 		$2.43K Sell
75
-15
-17% -$465 ﹤0.01% 1611
2026
Q1 		$2.85K Buy
90
+82
+1,025% +$2.5K ﹤0.01% 1404
2025
Q4 		$284 Sell
8
-2
-20% -$77 ﹤0.01% 2139
2025
Q3 		$373 Sell
10
-111
-92% -$4.12K ﹤0.01% 2102
2025
Q2 		$4.81K Buy
121
+113
+1,413% +$4.67K ﹤0.01% 822
2025
Q1 		$307 Buy
8
+1
+14% +$47 ﹤0.01% 1761
2024
Q4 		$306 Buy
7
+4
+133% +$197 ﹤0.01% 1168
2024
Q3 		$145 Hold
3
– – ﹤0.01% 1216
2024
Q2 		$102 Buy
3
+1
+50% +$34 ﹤0.01% 769
2024
Q1 		$76 Buy
2
+1
+100% +$34 ﹤0.01% 774
2023
Q4 		$34 Hold
1
– – ﹤0.01% 771
2023
Q3 		$26 Buy
+1
New +$27 ﹤0.01% 767

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

True Wealth Design's IOT Position: Q3 2026 in Review

True Wealth Design increased its Samsara (IOT) stake by 63% in Q3 2026, buying an estimated $1.8K and bringing the position to 122 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

True Wealth Design first reported a position in IOT in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.81K in Q2 2025. 345 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • True Wealth Design held 122 shares of Samsara worth $4.65K as of Q3 2026.
  • True Wealth Design bought 47 Samsara shares in Q3 2026, an estimated $1.8K.
  • Samsara made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1368 holding.
  • True Wealth Design first reported a position in Samsara in Q3 2023 and has held it in 13 quarters since.
  • True Wealth Design's Samsara position peaked at $4.81K in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.