Cerity Partners
IOT icon

Cerity Partners’s Samsara IOT Stock Holding History

Cerity Partners’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 		$1.48M Sell
45,523
-1,015
-2% -$31.4K ﹤0.01% 1760
2026
Q1 		$1.47M Buy
46,538
+2,963
+7% +$90.5K ﹤0.01% 1639
2025
Q4 		$1.54M Sell
43,575
-7,945
-15% -$308K ﹤0.01% 1489
2025
Q3 		$1.92M Sell
51,520
-10,327
-17% -$384K ﹤0.01% 1307
2025
Q2 		$2.46M Buy
61,847
+11,312
+22% +$467K ﹤0.01% 1119
2025
Q1 		$1.94M Sell
50,535
-9,107
-15% -$424K ﹤0.01% 1143
2024
Q4 		$2.61M Buy
59,642
+25,328
+74% +$1.25M 0.01% 988
2024
Q3 		$1.65M Sell
34,314
-25,556
-43% -$1.04M ﹤0.01% 1177
2024
Q2 		$2.02M Sell
59,870
-2,447
-4% -$84.4K 0.01% 911
2024
Q1 		$2.35M Buy
62,317
+39,237
+170% +$1.33M 0.01% 899
2023
Q4 		$770K Buy
+23,080
New +$641K ﹤0.01% 1084

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

Cerity Partners's IOT Position: Q2 2026 in Review

Cerity Partners reduced its Samsara (IOT) stake by 2.2% in Q2 2026, selling an estimated $31.4K and leaving 45,523 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Cerity Partners first reported a position in IOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q4 2024. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Cerity Partners held 45,523 shares of Samsara worth $1.48M as of Q2 2026.
  • Cerity Partners sold 1,015 Samsara shares in Q2 2026, an estimated $31.4K.
  • Samsara made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1760 holding.
  • Cerity Partners first reported a position in Samsara in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's Samsara position peaked at $2.61M in Q4 2024.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.