Planning Strategies Inc.’s Samsara IOT Stock Holding History

Planning Strategies Inc.’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	$2.04K	Buy	+63	New	+$1.95K	﹤0.01%	588

Other funds holding IOT

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Planning Strategies Inc.'s IOT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Samsara (IOT) in Q2 2026: 63 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

147 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Planning Strategies Inc. held 63 shares of Samsara worth $2.04K as of Q2 2026.
Samsara was a new Planning Strategies Inc. position in Q2 2026.
Samsara made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #588 holding.
147 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.