Meriwether Wealth & Planning’s Samsara IOT Stock Holding History

Meriwether Wealth & Planning’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	$51.5K	Buy	+1,350	New	+$51.7K	0.02%	262

Other funds holding IOT

Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Loftus Peak Sydney, Australia $781M AUM

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Meriwether Wealth & Planning's IOT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Samsara (IOT) in Q3 2026: 1,350 shares worth $51.5K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

187 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

Meriwether Wealth & Planning held 1,350 shares of Samsara worth $51.5K as of Q3 2026.
Samsara was a new Meriwether Wealth & Planning position in Q3 2026.
Samsara made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #262 holding.
187 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.