Corient Private Wealth
IOT icon

Corient Private Wealth’s Samsara IOT Stock Holding History

Corient Private Wealth’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 		$1.23M Sell
37,823
-12,837
-25% -$398K ﹤0.01% 1690
2026
Q1 		$1.51M Sell
50,660
-8,004
-14% -$244K ﹤0.01% 1410
2025
Q4 		$2.08M Buy
58,664
+38,941
+197% +$1.51M ﹤0.01% 1513
2025
Q3 		$735K Sell
19,723
-19,694
-50% -$731K ﹤0.01% 1583
2025
Q2 		$1.57M Buy
39,417
+6,130
+18% +$253K ﹤0.01% 1150
2025
Q1 		$1.28M Sell
33,287
-4,942
-13% -$230K ﹤0.01% 1179
2024
Q4 		$1.67M Buy
38,229
+180
+0.5% +$8.86K ﹤0.01% 1071
2024
Q3 		$1.83M Buy
38,049
+392
+1% +$15.9K ﹤0.01% 1140
2024
Q2 		$1.27M Sell
37,657
-2,675
-7% -$92.3K ﹤0.01% 1239
2024
Q1 		$1.52M Buy
40,332
+7,332
+22% +$249K ﹤0.01% 1164
2023
Q4 		$1.1M Sell
33,000
-17,000
-34% -$472K ﹤0.01% 1248
2023
Q3 		$1.26M Sell
50,000
-5,000
-9% -$133K ﹤0.01% 1116
2023
Q2 		$1.52M Buy
+55,000
New +$1.22M ﹤0.01% 993

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Corient Private Wealth's IOT Position: Q2 2026 in Review

Corient Private Wealth reduced its Samsara (IOT) stake by 25% in Q2 2026, selling an estimated $398K and leaving 37,823 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Corient Private Wealth first reported a position in IOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q4 2025. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Corient Private Wealth held 37,823 shares of Samsara worth $1.23M as of Q2 2026.
  • Corient Private Wealth sold 12,837 Samsara shares in Q2 2026, an estimated $398K.
  • Samsara made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1690 holding.
  • Corient Private Wealth first reported a position in Samsara in Q2 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's Samsara position peaked at $2.08M in Q4 2025.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.