Cornerstone Wealth Management’s Samsara IOT Stock Holding History

Cornerstone 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	$241K	Buy	7,425 +175	+2%	+$5.42K	0.01%	668
2026 Q1	$230K	Sell	7,250 -335	-4%	-$10.2K	0.01%	647
2025 Q4	$269K	Sell	7,585 -725	-9%	-$28.1K	0.01%	577
2025 Q3	$310K	Sell	8,310 -362	-4%	-$13.4K	0.02%	517
2025 Q2	$345K	Buy	8,672 +2,395	+38%	+$99K	0.02%	481
2025 Q1	$241K	Buy	6,277 +815	+15%	+$38K	0.02%	527
2024 Q4	$239K	Buy	5,462 +722	+15%	+$35.5K	0.02%	516
2024 Q3	$228K	Buy	+4,740	New	+$192K	0.02%	517

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Samsara (IOT) stake by 2.4% in Q2 2026, buying an estimated $5.42K and bringing the position to 7,425 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #668.

Cornerstone Wealth Management first reported a position in IOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $345K in Q2 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Cornerstone Wealth Management held 7,425 shares of Samsara worth $241K as of Q2 2026.
Cornerstone Wealth Management bought 175 Samsara shares in Q2 2026, an estimated $5.42K.
Samsara made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #668 holding.
Cornerstone Wealth Management first reported a position in Samsara in Q3 2024 and has held it in 8 quarters since.
Cornerstone Wealth Management's Samsara position peaked at $345K in Q2 2025.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.