Juncture Wealth Strategies’s Samsara IOT Stock Holding History

Juncture Wealth Strategies’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	$445K	Buy	+13,717	New	+$425K	0.12%	119
2026 Q1	–	Sell	-8,019	Closed	-$284K	–	139
2025 Q4	$284K	Buy	8,019 +737	+10%	+$28.5K	0.09%	110
2025 Q3	$271K	Sell	7,282 -3,406	-32%	-$127K	0.09%	108
2025 Q2	$425K	Sell	10,688 -5,812	-35%	-$240K	0.15%	81
2025 Q1	$632K	Sell	16,500 -1,750	-10%	-$81.5K	0.25%	68
2024 Q4	$797K	Buy	18,250 +927	+5%	+$45.6K	0.3%	53
2024 Q3	$834K	Buy	17,323 +10,133	+141%	+$411K	0.32%	48
2024 Q2	$242K	Sell	7,190 -496	-6%	-$17.1K	0.1%	95
2024 Q1	$290K	Buy	+7,686	New	+$262K	0.13%	89

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Juncture Wealth Strategies's IOT Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in Samsara (IOT) in Q2 2026: 13,717 shares worth $445K. The stake represents 0.12% of the portfolio and ranks #119 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in IOT as recently as Q4 2025.

Juncture Wealth Strategies first reported a position in IOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $834K in Q3 2024. 256 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Juncture Wealth Strategies held 13,717 shares of Samsara worth $445K as of Q2 2026.
Samsara was a new Juncture Wealth Strategies position in Q2 2026.
Samsara made up 0.12% of Juncture Wealth Strategies's portfolio in Q2 2026, its #119 holding.
Juncture Wealth Strategies first reported a position in Samsara in Q1 2024 and has held it in 9 quarters since.
Juncture Wealth Strategies's Samsara position peaked at $834K in Q3 2024.
256 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.