DiNuzzo Private Wealth
IOT icon

DiNuzzo Private Wealth’s Samsara IOT Stock Holding History

DiNuzzo Private Wealth’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 		$992 Buy
26
+8
+44% +$307 ﹤0.01% 885
2026
Q2 		$584 Buy
18
+11
+157% +$341 ﹤0.01% 1060
2026
Q1 		$222 Sell
7
-11
-61% -$336 ﹤0.01% 1229
2025
Q4 		$639 Buy
18
+5
+38% +$194 ﹤0.01% 1014
2025
Q3 		$470 Sell
13
-2
-13% -$74 ﹤0.01% 1105
2025
Q2 		$597 Buy
15
+7
+88% +$289 ﹤0.01% 1022
2025
Q1 		$307 Sell
8
-4
-33% -$186 ﹤0.01% 1177
2024
Q4 		$525 Sell
12
-3
-20% -$148 ﹤0.01% 1065
2024
Q3 		$722 Buy
15
+7
+88% +$284 ﹤0.01% 980
2024
Q2 		$270 Sell
8
-59,997
-100% -$2.07M ﹤0.01% 1212
2024
Q1 		$2.27M Buy
60,005
+29,000
+94% +$987K 0.31% 26
2023
Q4 		$1.03M Buy
+31,005
New +$861K 0.15% 31

Other funds holding IOT

Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Loftus Peak Pty Ltd
Loftus Peak Pty Ltd Sydney, Australia $781M AUM
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DiNuzzo Private Wealth's IOT Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Samsara (IOT) stake by 44% in Q3 2026, buying an estimated $307 and bringing the position to 26 shares worth $992. The position accounts for ﹤0.01% of the portfolio, ranked #885.

DiNuzzo Private Wealth first reported a position in IOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.27M in Q1 2024. 151 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • DiNuzzo Private Wealth held 26 shares of Samsara worth $992 as of Q3 2026.
  • DiNuzzo Private Wealth bought 8 Samsara shares in Q3 2026, an estimated $307.
  • Samsara made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #885 holding.
  • DiNuzzo Private Wealth first reported a position in Samsara in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Samsara position peaked at $2.27M in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.