AssetMark Inc
IOT icon

AssetMark Inc’s Samsara IOT Stock Holding History

AssetMark 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
Q3 		$2.9M Buy
75,951
+30,601
+67% +$1.17M ﹤0.01% 864
2026
Q2 		$1.47M Sell
45,350
-7,164
-14% -$222K ﹤0.01% 1017
2026
Q1 		$1.66M Buy
52,514
+5,393
+11% +$165K ﹤0.01% 927
2025
Q4 		$1.67M Buy
47,121
+28,156
+148% +$1.09M ﹤0.01% 898
2025
Q3 		$706K Buy
18,965
+17,380
+1,097% +$646K ﹤0.01% 1033
2025
Q2 		$63.1K Sell
1,585
-10,633
-87% -$439K ﹤0.01% 1483
2025
Q1 		$468K Buy
12,218
+2,305
+23% +$107K ﹤0.01% 999
2024
Q4 		$433K Buy
+9,913
New +$488K ﹤0.01% 974

Other funds holding IOT

Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

AssetMark Inc's IOT Position: Q3 2026 in Review

AssetMark Inc increased its Samsara (IOT) stake by 67% in Q3 2026, buying an estimated $1.17M and bringing the position to 75,951 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #864.

AssetMark Inc first reported a position in IOT in Q4 2024 and has held it in 8 quarters since. 233 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • AssetMark Inc held 75,951 shares of Samsara worth $2.9M as of Q3 2026.
  • AssetMark Inc bought 30,601 Samsara shares in Q3 2026, an estimated $1.17M.
  • Samsara made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #864 holding.
  • AssetMark Inc first reported a position in Samsara in Q4 2024 and has held it in 8 quarters since.
  • 233 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.