VisionPoint Advisory Group
IOT icon

VisionPoint Advisory Group’s Samsara IOT Stock Holding History

VisionPoint Advisory Group’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 		$244K Sell
6,395
-44
-0.7% -$1.69K 0.04% 397
2026
Q2 		$209K Buy
+6,439
New +$199K 0.03% 454

Other funds holding IOT

Jordan Park Trust
Jordan Park Trust Portsmouth, New Hampshire $167M AUM 3.31% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Loftus Peak Pty Ltd
Loftus Peak Pty Ltd Sydney, Australia $781M AUM
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
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
Slow Capital
Slow Capital Greenbrae, California $890M AUM 40.96% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

VisionPoint Advisory Group's IOT Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Samsara (IOT) stake by 0.68% in Q3 2026, selling an estimated $1.69K and leaving 6,395 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #397.

VisionPoint Advisory Group first reported a position in IOT in Q2 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • VisionPoint Advisory Group held 6,395 shares of Samsara worth $244K as of Q3 2026.
  • VisionPoint Advisory Group sold 44 Samsara shares in Q3 2026, an estimated $1.69K.
  • Samsara made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #397 holding.
  • VisionPoint Advisory Group first reported a position in Samsara in Q2 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.