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Wealth Management Associates’s Samsara IOT Stock Holding History

Wealth Management Associates’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 		$497K Buy
+15,335
New +$475K 0.14% 134
2026
Q1 		– Sell
-10,110
Closed -$358K – 244
2025
Q4 		$358K Buy
+10,110
New +$391K 0.12% 152

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 Management Associates's IOT Position: Q2 2026 in Review

Wealth Management Associates opened a new position in Samsara (IOT) in Q2 2026: 15,335 shares worth $497K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings. This is a return to the name: Wealth Management Associates previously reported a position in IOT as recently as Q4 2025.

Wealth Management Associates first reported a position in IOT in Q4 2025 and has held it in 2 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Wealth Management Associates held 15,335 shares of Samsara worth $497K as of Q2 2026.
  • Samsara was a new Wealth Management Associates position in Q2 2026.
  • Samsara made up 0.14% of Wealth Management Associates's portfolio in Q2 2026, its #134 holding.
  • Wealth Management Associates first reported a position in Samsara in Q4 2025 and has held it in 2 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.