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Cornerstone Financial Management’s Samsara IOT Stock Holding History

Cornerstone Financial 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 		$2.01K Hold
62
– – ﹤0.01% 847
2026
Q1 		$1.97K Buy
62
+2
+3% +$61 ﹤0.01% 745
2025
Q4 		$2.13K Buy
+60
New +$2.32K ﹤0.01% 668

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

Cornerstone Financial Management's IOT Position: Q2 2026 in Review

Cornerstone Financial Management held its Samsara (IOT) position steady in Q2 2026 at 62 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Cornerstone Financial Management first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13K in Q4 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Cornerstone Financial Management held 62 shares of Samsara worth $2.01K as of Q2 2026.
  • Cornerstone Financial Management left its Samsara share count unchanged in Q2 2026.
  • Samsara made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #847 holding.
  • Cornerstone Financial Management first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Samsara position peaked at $2.13K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.