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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
Q2 		$340K Sell
10,498
-12,882
-55% -$399K ﹤0.01% 1536
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 $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 Pointe Advisors's IOT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Samsara (IOT) stake by 55% in Q2 2026, selling an estimated $399K and leaving 10,498 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Beacon Pointe Advisors first reported a position in IOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $741K in Q1 2026. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Beacon Pointe Advisors held 10,498 shares of Samsara worth $340K as of Q2 2026.
  • Beacon Pointe Advisors sold 12,882 Samsara shares in Q2 2026, an estimated $399K.
  • Samsara made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1536 holding.
  • Beacon Pointe Advisors first reported a position in Samsara in Q2 2025 and has held it in 5 quarters since.
  • Beacon Pointe Advisors's Samsara position peaked at $741K in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.