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 Q3	$274K	Sell	7,175 -250	-3%	-$9.6K	0.01%	634
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 $106B AUM 2.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornerstone Wealth Management's IOT Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Samsara (IOT) stake by 3.4% in Q3 2026, selling an estimated $9.6K and leaving 7,175 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #634.

Cornerstone Wealth Management first reported a position in IOT in Q3 2024 and has held it in 9 quarters since. The position peaked at $345K in Q2 2025. 302 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

Cornerstone Wealth Management held 7,175 shares of Samsara worth $274K as of Q3 2026.
Cornerstone Wealth Management sold 250 Samsara shares in Q3 2026, an estimated $9.6K.
Samsara made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #634 holding.
Cornerstone Wealth Management first reported a position in Samsara in Q3 2024 and has held it in 9 quarters since.
Cornerstone Wealth Management's Samsara position peaked at $345K in Q2 2025.
302 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.