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Bell Investment Advisors’s Samsara IOT Stock Holding History

Bell 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 		$519 Sell
16
-128
-89% -$3.96K ﹤0.01% 1715
2026
Q1 		$4.56K Sell
144
-59
-29% -$1.8K ﹤0.01% 997
2025
Q4 		$7.2K Buy
203
+114
+128% +$4.41K ﹤0.01% 826
2025
Q3 		$3.32K Sell
89
-27
-23% -$1K ﹤0.01% 1114
2025
Q2 		$4.62K Sell
116
-2
-2% -$83 ﹤0.01% 1015
2025
Q1 		$4.52K Hold
118
– – ﹤0.01% 963
2024
Q4 		$5.16K Sell
118
-8
-6% -$394 ﹤0.01% 921
2024
Q3 		$6.06K Hold
126
– – ﹤0.01% 835
2024
Q2 		$4.25K Sell
126
-1
-0.8% -$34 ﹤0.01% 1003
2024
Q1 		$4.8K Buy
127
+30
+31% +$1.02K ﹤0.01% 944
2023
Q4 		$3.24K Buy
97
+43
+80% +$1.19K ﹤0.01% 1114
2023
Q3 		$1.36K Buy
54
+35
+184% +$929 ﹤0.01% 1454
2023
Q2 		$527 Sell
19
-7
-27% -$155 ﹤0.01% 1828
2023
Q1 		$513 Sell
26
-11
-30% -$174 ﹤0.01% 1819
2022
Q4 		$460 Buy
+37
New +$421 ﹤0.01% 1880

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

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

Bell Investment Advisors reduced its Samsara (IOT) stake by 89% in Q2 2026, selling an estimated $3.96K and leaving 16 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Bell Investment Advisors first reported a position in IOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.2K in Q4 2025. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Bell Investment Advisors held 16 shares of Samsara worth $519 as of Q2 2026.
  • Bell Investment Advisors sold 128 Samsara shares in Q2 2026, an estimated $3.96K.
  • Samsara made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1715 holding.
  • Bell Investment Advisors first reported a position in Samsara in Q4 2022 and has held it in 15 quarters since.
  • Bell Investment Advisors's Samsara position peaked at $7.2K in Q4 2025.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.