Elevation Wealth Partners
IOT icon

Elevation Wealth Partners’s Samsara IOT Stock Holding History

Elevation Wealth Partners’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 		$107K Buy
2,805
+820
+41% +$31.4K 0.03% 196
2026
Q2 		$64.4K Buy
1,985
+154
+8% +$4.77K 0.02% 247
2026
Q1 		$58K Buy
1,831
+1,357
+286% +$41.4K 0.02% 219
2025
Q4 		$16.8K Buy
+474
New +$18.3K 0.01% 405

Other funds holding IOT

Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Elevation Wealth Partners's IOT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Samsara (IOT) stake by 41% in Q3 2026, buying an estimated $31.4K and bringing the position to 2,805 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #196.

Elevation Wealth Partners first reported a position in IOT in Q4 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Elevation Wealth Partners held 2,805 shares of Samsara worth $107K as of Q3 2026.
  • Elevation Wealth Partners bought 820 Samsara shares in Q3 2026, an estimated $31.4K.
  • Samsara made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #196 holding.
  • Elevation Wealth Partners first reported a position in Samsara in Q4 2025 and has held it in 4 quarters since.
  • 159 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.