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
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 $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return