TWD
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
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 $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

True Wealth Design's IOT Position: Q2 2026 in Review

True Wealth Design reduced its Samsara (IOT) stake by 17% in Q2 2026, selling an estimated $465 and leaving 75 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

True Wealth Design first reported a position in IOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.81K in Q2 2025. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • True Wealth Design held 75 shares of Samsara worth $2.43K as of Q2 2026.
  • True Wealth Design sold 15 Samsara shares in Q2 2026, an estimated $465.
  • Samsara made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1611 holding.
  • True Wealth Design first reported a position in Samsara in Q3 2023 and has held it in 12 quarters since.
  • True Wealth Design's Samsara position peaked at $4.81K in Q2 2025.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.