CoreCap Advisors
IOT icon

CoreCap Advisors’s Samsara IOT Stock Holding History

CoreCap Advisors’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 		$534 Hold
14
– – ﹤0.01% 2792
2026
Q2 		$454 Buy
+14
New +$434 ﹤0.01% 2881
2026
Q1 		– Sell
-54
Closed -$1.91K – 3008
2025
Q4 		$1.91K Buy
+54
New +$2.09K ﹤0.01% 2488
2025
Q1 		– Sell
-500
Closed -$21.8K – 3225
2024
Q4 		$21.8K Buy
+500
New +$24.6K ﹤0.01% 1504

Other funds holding IOT

Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Loftus Peak Pty Ltd
Loftus Peak Pty Ltd Sydney, Australia $781M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

CoreCap Advisors's IOT Position: Q3 2026 in Review

CoreCap Advisors held its Samsara (IOT) position steady in Q3 2026 at 14 shares worth $534. The position accounts for ﹤0.01% of the portfolio, ranked #2792.

CoreCap Advisors first reported a position in IOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $21.8K in Q4 2024. 119 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • CoreCap Advisors held 14 shares of Samsara worth $534 as of Q3 2026.
  • CoreCap Advisors left its Samsara share count unchanged in Q3 2026.
  • Samsara made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2792 holding.
  • CoreCap Advisors first reported a position in Samsara in Q4 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's Samsara position peaked at $21.8K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.