WDG
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Wealth Dimensions Group’s Samsara IOT Stock Holding History

Wealth Dimensions Group’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 		$5.05M Buy
159,266
+2,059
+1% +$62.9K 0.99% 18
2025
Q4 		$5.57M Buy
157,207
+59
+0% +$2.28K 1.11% 18
2025
Q3 		$5.85M Buy
157,148
+1,150
+0.7% +$42.7K 1.2% 18
2025
Q2 		$6.21M Sell
155,998
-700
-0.4% -$28.9K 1.37% 18
2025
Q1 		$6.01M Sell
156,698
-44,900
-22% -$2.09M 1.43% 17
2024
Q4 		$8.81M Sell
201,598
-9,000
-4% -$443K 2.16% 14
2024
Q3 		$10.1M Sell
210,598
-16,100
-7% -$653K 2.57% 14
2024
Q2 		$7.64M Sell
226,698
-24,400
-10% -$842K 2.18% 14
2024
Q1 		$9.49M Hold
251,098
– – 2.8% 11
2023
Q4 		$8.38M Buy
+251,098
New +$6.97M 2.65% 11

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