CI
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CX Institutional’s Samsara IOT Stock Holding History

CX Institutional’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 		$64K Buy
+1,981
New +$61.3K ﹤0.01% 943

Other funds holding IOT

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional's IOT Position: Q2 2026 in Review

CX Institutional opened a new position in Samsara (IOT) in Q2 2026: 1,981 shares worth $64K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

83 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • CX Institutional held 1,981 shares of Samsara worth $64K as of Q2 2026.
  • Samsara was a new CX Institutional position in Q2 2026.
  • Samsara made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #943 holding.
  • 83 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.