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Pinnacle Wealth Planning Services’s Samsara IOT Stock Holding History

Pinnacle Wealth Planning Services’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 		$97.5K Sell
3,005
-67
-2% -$2.08K 0.01% 883
2026
Q1 		$97.4K Buy
3,072
+616
+25% +$18.8K 0.01% 815
2025
Q4 		$87.1K Buy
+2,456
New +$95.1K 0.01% 855

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

Pinnacle Wealth Planning Services's IOT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Samsara (IOT) stake by 2.2% in Q2 2026, selling an estimated $2.08K and leaving 3,005 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #883.

Pinnacle Wealth Planning Services first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,005 shares of Samsara worth $97.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 67 Samsara shares in Q2 2026, an estimated $2.08K.
  • Samsara made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #883 holding.
  • Pinnacle Wealth Planning Services first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.