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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
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

APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
JPT
Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return
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

DiNuzzo Private Wealth's IOT Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Samsara (IOT) stake by 157% in Q2 2026, buying an estimated $341 and bringing the position to 18 shares worth $584. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

DiNuzzo Private Wealth first reported a position in IOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27M in Q1 2024. 134 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • DiNuzzo Private Wealth held 18 shares of Samsara worth $584 as of Q2 2026.
  • DiNuzzo Private Wealth bought 11 Samsara shares in Q2 2026, an estimated $341.
  • Samsara made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1060 holding.
  • DiNuzzo Private Wealth first reported a position in Samsara in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Samsara position peaked at $2.27M in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.