BPA
IOT icon

Beacon Pointe Advisors’s Samsara IOT Stock Holding History

Beacon Pointe 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
Q1 		$741K Buy
23,380
+12,823
+121% +$392K ﹤0.01% 1114
2025
Q4 		$374K Buy
10,557
+1,304
+14% +$50.5K ﹤0.01% 1174
2025
Q3 		$345K Sell
9,253
-4,370
-32% -$162K ﹤0.01% 1132
2025
Q2 		$542K Buy
+13,623
New +$563K 0.01% 864

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Pointe Advisors's IOT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Samsara (IOT) stake by 121% in Q1 2026, buying an estimated $392K and bringing the position to 23,380 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Beacon Pointe Advisors first reported a position in IOT in Q2 2025 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Beacon Pointe Advisors held 23,380 shares of Samsara worth $741K as of Q1 2026.
  • Beacon Pointe Advisors bought 12,823 Samsara shares in Q1 2026, an estimated $392K.
  • Samsara made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1114 holding.
  • Beacon Pointe Advisors first reported a position in Samsara in Q2 2025 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.