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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
Q2 		$552K Buy
17,023
+22
+0.1% +$681 0.13% 67
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
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

Concentrum Wealth Management's IOT Position: Q2 2026 in Review

Concentrum Wealth Management increased its Samsara (IOT) stake by 0.13% in Q2 2026, buying an estimated $681 and bringing the position to 17,023 shares worth $552K. The position accounts for 0.13% of the portfolio, ranked #67.

Concentrum Wealth Management first reported a position in IOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $738K in Q4 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Concentrum Wealth Management held 17,023 shares of Samsara worth $552K as of Q2 2026.
  • Concentrum Wealth Management bought 22 Samsara shares in Q2 2026, an estimated $681.
  • Samsara made up 0.13% of Concentrum Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Concentrum Wealth Management first reported a position in Samsara in Q4 2023 and has held it in 11 quarters since.
  • Concentrum Wealth Management's Samsara position peaked at $738K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.