James T. Borello RIA’s Samsara IOT Stock Holding History

James T. Borello RIA’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	$10.9K	Sell	285 -10	-3%	-$383	﹤0.01%	584
2026 Q2	$9.57K	Buy	295 +69	+31%	+$2.14K	﹤0.01%	613
2026 Q1	$7.16K	Buy	226 +78	+53%	+$2.38K	﹤0.01%	663
2025 Q4	$5.25K	Buy	148 +129	+679%	+$4.99K	﹤0.01%	558
2025 Q3	$708	Buy	+19	New	+$706	﹤0.01%	841

Other funds holding IOT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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 Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's IOT Position: Q3 2026 in Review

James T. Borello RIA reduced its Samsara (IOT) stake by 3.4% in Q3 2026, selling an estimated $383 and leaving 285 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

James T. Borello RIA first reported a position in IOT in Q3 2025 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

James T. Borello RIA held 285 shares of Samsara worth $10.9K as of Q3 2026.
James T. Borello RIA sold 10 Samsara shares in Q3 2026, an estimated $383.
Samsara made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #584 holding.
James T. Borello RIA first reported a position in Samsara in Q3 2025 and has held it in 5 quarters since.
67 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.