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Beacon Investment Advisors’s Samsara IOT Stock Holding History

Beacon Investment Advisors’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 		$388K Hold
11,952
– – 0.12% 133
2026
Q1 		$379K Hold
11,952
– – 0.14% 126
2025
Q4 		$424K Sell
11,952
-3,884
-25% -$150K 0.17% 114
2025
Q3 		$590K Buy
15,836
+3,287
+26% +$122K 0.24% 90
2025
Q2 		$497K Buy
12,549
+6,156
+96% +$254K 0.21% 101
2025
Q1 		$245K Hold
6,393
– – 0.12% 143
2024
Q4 		$279K Buy
+6,393
New +$315K 0.13% 131

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

Beacon Investment Advisors's IOT Position: Q2 2026 in Review

Beacon Investment Advisors held its Samsara (IOT) position steady in Q2 2026 at 11,952 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #133.

Beacon Investment Advisors first reported a position in IOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q3 2025. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Beacon Investment Advisors held 11,952 shares of Samsara worth $388K as of Q2 2026.
  • Beacon Investment Advisors left its Samsara share count unchanged in Q2 2026.
  • Samsara made up 0.12% of Beacon Investment Advisors's portfolio in Q2 2026, its #133 holding.
  • Beacon Investment Advisors first reported a position in Samsara in Q4 2024 and has held it in 7 quarters since.
  • Beacon Investment Advisors's Samsara position peaked at $590K in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.