Concentrum Wealth Management’s Samsara IOT Stock Holding History

Concentrum Wealth Management’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 Q1	$539K	Buy	17,001 +37	+0.2%	+$1.13K	0.16%	60
2025 Q4	$601K	Sell	16,964 -45	-0.3%	-$1.74K	0.17%	47
2025 Q3	$634K	Sell	17,009 -345	-2%	-$12.8K	0.18%	45
2025 Q2	$690K	Buy	17,354 +442	+3%	+$18.3K	0.22%	42
2025 Q1	$648K	Buy	16,912 +12	+0.1%	+$559	0.24%	45
2024 Q4	$738K	Buy	16,900 +2,500	+17%	+$123K	0.26%	41
2024 Q3	$693K	Sell	14,400 -375	-3%	-$15.2K	0.27%	39
2024 Q2	$498K	Buy	14,775 +4,000	+37%	+$138K	0.21%	44
2024 Q1	$407K	Hold	10,775	–	–	0.19%	45
2023 Q4	$360K	Buy	+10,775	New	+$299K	0.19%	47

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Concentrum Wealth Management's IOT Position: Q1 2026 in Review

Concentrum Wealth Management increased its Samsara (IOT) stake by 0.22% in Q1 2026, buying an estimated $1.13K and bringing the position to 17,001 shares worth $539K. The position accounts for 0.16% of the portfolio, ranked #60.

Concentrum Wealth Management first reported a position in IOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $738K in Q4 2024. 539 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Concentrum Wealth Management held 17,001 shares of Samsara worth $539K as of Q1 2026.
Concentrum Wealth Management bought 37 Samsara shares in Q1 2026, an estimated $1.13K.
Samsara made up 0.16% of Concentrum Wealth Management's portfolio in Q1 2026, its #60 holding.
Concentrum Wealth Management first reported a position in Samsara in Q4 2023 and has held it in 10 quarters since.
Concentrum Wealth Management's Samsara position peaked at $738K in Q4 2024.
539 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.