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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
Q2 		$5.19M Buy
160,011
+745
+0.5% +$23.1K 0.93% 18
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 $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

Wealth Dimensions Group's IOT Position: Q2 2026 in Review

Wealth Dimensions Group increased its Samsara (IOT) stake by 0.47% in Q2 2026, buying an estimated $23.1K and bringing the position to 160,011 shares worth $5.19M. The position accounts for 0.93% of the portfolio, ranked #18.

Wealth Dimensions Group first reported a position in IOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.1M in Q3 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Wealth Dimensions Group held 160,011 shares of Samsara worth $5.19M as of Q2 2026.
  • Wealth Dimensions Group bought 745 Samsara shares in Q2 2026, an estimated $23.1K.
  • Samsara made up 0.93% of Wealth Dimensions Group's portfolio in Q2 2026, its #18 holding.
  • Wealth Dimensions Group first reported a position in Samsara in Q4 2023 and has held it in 11 quarters since.
  • Wealth Dimensions Group's Samsara position peaked at $10.1M in Q3 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.