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Cornerstone Planning Group’s Samsara IOT Stock Holding History

Cornerstone Planning Group’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 		$1.1K Sell
33
-22
-40% -$681 ﹤0.01% 1477
2026
Q1 		$1.68K Buy
+55
New +$1.68K ﹤0.01% 1335

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

Cornerstone Planning Group's IOT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Samsara (IOT) stake by 40% in Q2 2026, selling an estimated $681 and leaving 33 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Cornerstone Planning Group first reported a position in IOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.68K in Q1 2026. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Cornerstone Planning Group held 33 shares of Samsara worth $1.1K as of Q2 2026.
  • Cornerstone Planning Group sold 22 Samsara shares in Q2 2026, an estimated $681.
  • Samsara made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1477 holding.
  • Cornerstone Planning Group first reported a position in Samsara in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Samsara position peaked at $1.68K in Q1 2026.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.