SSWM
IOT icon

Sheets Smith Wealth Management’s Samsara IOT Stock Holding History

Sheets Smith 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
Q3 		$496K Buy
13,002
+6,500
+100% +$249K 0.05% 287
2026
Q2 		$211K Buy
+6,502
New +$201K 0.02% 399

Other funds holding IOT

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
LPPL
Loftus Peak Pty Ltd Sydney, Australia $781M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sheets Smith Wealth Management's IOT Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its Samsara (IOT) stake by 100% in Q3 2026, buying an estimated $249K and bringing the position to 13,002 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #287.

Sheets Smith Wealth Management first reported a position in IOT in Q2 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Sheets Smith Wealth Management held 13,002 shares of Samsara worth $496K as of Q3 2026.
  • Sheets Smith Wealth Management bought 6,500 Samsara shares in Q3 2026, an estimated $249K.
  • Samsara made up 0.05% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Sheets Smith Wealth Management first reported a position in Samsara in Q2 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.