Commonwealth Equity Services
IOT icon

Commonwealth Equity Services’s Samsara IOT Stock Holding History

Commonwealth Equity Services’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 		$282K Sell
8,705
-6,740
-44% -$209K ﹤0.01% 3811
2026
Q1 		$489K Buy
15,445
+2,977
+24% +$90.9K ﹤0.01% 3228
2025
Q4 		$442K Sell
12,468
-314
-2% -$12.2K ﹤0.01% 3273
2025
Q3 		$476K Sell
12,782
-2,184
-15% -$81.1K ﹤0.01% 3216
2025
Q2 		$595K Sell
14,966
-2,307
-13% -$95.3K ﹤0.01% 3016
2025
Q1 		$662K Sell
17,273
-392
-2% -$18.3K ﹤0.01% 2805
2024
Q4 		$772K Sell
17,665
-13,977
-44% -$688K ﹤0.01% 2608
2024
Q3 		$1.52M Buy
31,642
+8,168
+35% +$331K ﹤0.01% 2021
2024
Q2 		$791K Sell
23,474
-458
-2% -$15.8K ﹤0.01% 2458
2024
Q1 		$904K Sell
23,932
-33,529
-58% -$1.14M ﹤0.01% 2331
2023
Q4 		$1.92M Buy
57,461
+38,436
+202% +$1.07M ﹤0.01% 1732
2023
Q3 		$480K Sell
19,025
-19,347
-50% -$513K ﹤0.01% 2632
2023
Q2 		$1.06M Buy
38,372
+25,567
+200% +$567K ﹤0.01% 2041
2023
Q1 		$252K Buy
12,805
+2,200
+21% +$34.9K ﹤0.01% 3112
2022
Q4 		$131K Buy
+10,605
New +$121K ﹤0.01% 3356

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

Commonwealth Equity Services's IOT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Samsara (IOT) stake by 44% in Q2 2026, selling an estimated $209K and leaving 8,705 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3811.

Commonwealth Equity Services first reported a position in IOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q4 2023. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Commonwealth Equity Services held 8,705 shares of Samsara worth $282K as of Q2 2026.
  • Commonwealth Equity Services sold 6,740 Samsara shares in Q2 2026, an estimated $209K.
  • Samsara made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3811 holding.
  • Commonwealth Equity Services first reported a position in Samsara in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's Samsara position peaked at $1.92M in Q4 2023.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.