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Perigon Wealth Management’s Samsara IOT Stock Holding History

Perigon Wealth Management’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 		$640K Buy
19,727
+2,902
+17% +$89.9K 0.01% 766
2026
Q1 		$533K Sell
16,825
-1,183
-7% -$36.1K 0.01% 774
2025
Q4 		$638K Buy
18,008
+1,461
+9% +$56.5K 0.01% 686
2025
Q3 		$616K Buy
16,547
+1,119
+7% +$41.6K 0.01% 663
2025
Q2 		$614K Buy
15,428
+3
+0% +$124 0.01% 616
2025
Q1 		$591K Buy
15,425
+267
+2% +$12.4K 0.02% 593
2024
Q4 		$695K Sell
15,158
-149
-1% -$7.33K 0.02% 544
2024
Q3 		$737K Buy
15,307
+79
+0.5% +$3.2K 0.02% 509
2024
Q2 		$513K Buy
15,228
+3
+0% +$103 0.01% 527
2024
Q1 		$575K Buy
15,225
+98
+0.6% +$3.33K 0.02% 500
2023
Q4 		$505K Buy
+15,127
New +$420K 0.02% 496
2023
Q2 		– Sell
-13,316
Closed -$263K – 795
2023
Q1 		$263K Sell
13,316
-6,982
-34% -$111K 0.01% 584
2022
Q4 		$252K Sell
20,298
-1,853
-8% -$21.1K 0.02% 588
2022
Q3 		$267K Sell
22,151
-1,329
-6% -$18.8K 0.02% 455
2022
Q2 		$262K Buy
23,480
+10,548
+82% +$127K 0.02% 461
2022
Q1 		$207K Buy
+12,932
New +$247K 0.01% 571

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Perigon Wealth Management's IOT Position: Q2 2026 in Review

Perigon Wealth Management increased its Samsara (IOT) stake by 17% in Q2 2026, buying an estimated $89.9K and bringing the position to 19,727 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #766.

Perigon Wealth Management first reported a position in IOT in Q1 2022 and has held it in 16 quarters since. The position peaked at $737K in Q3 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Perigon Wealth Management held 19,727 shares of Samsara worth $640K as of Q2 2026.
  • Perigon Wealth Management bought 2,902 Samsara shares in Q2 2026, an estimated $89.9K.
  • Samsara made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #766 holding.
  • Perigon Wealth Management first reported a position in Samsara in Q1 2022 and has held it in 16 quarters since.
  • Perigon Wealth Management's Samsara position peaked at $737K in Q3 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.