Cetera Investment Advisers
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Cetera Investment Advisers’s Samsara IOT Stock Holding History

Cetera Investment Advisers’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 		$2.78M Sell
85,758
-6,270
-7% -$194K ﹤0.01% 2109
2026
Q1 		$2.92M Buy
92,028
+17,365
+23% +$530K ﹤0.01% 1935
2025
Q4 		$2.65M Buy
74,663
+14,097
+23% +$546K ﹤0.01% 1972
2025
Q3 		$2.26M Buy
60,566
+30,321
+100% +$1.13M ﹤0.01% 2070
2025
Q2 		$1.2M Sell
30,245
-1,876
-6% -$77.5K ﹤0.01% 2218
2025
Q1 		$1.23M Buy
32,121
+4,103
+15% +$191K ﹤0.01% 2103
2024
Q4 		$1.22M Buy
28,018
+2,409
+9% +$119K ﹤0.01% 2027
2024
Q3 		$1.23M Buy
25,609
+8,135
+47% +$330K ﹤0.01% 1975
2024
Q2 		$589K Buy
17,474
+935
+6% +$32.2K ﹤0.01% 2466
2024
Q1 		$625K Buy
+16,539
New +$563K ﹤0.01% 2438

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

Cetera Investment Advisers's IOT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Samsara (IOT) stake by 6.8% in Q2 2026, selling an estimated $194K and leaving 85,758 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Cetera Investment Advisers first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.92M in Q1 2026. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Cetera Investment Advisers held 85,758 shares of Samsara worth $2.78M as of Q2 2026.
  • Cetera Investment Advisers sold 6,270 Samsara shares in Q2 2026, an estimated $194K.
  • Samsara made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2109 holding.
  • Cetera Investment Advisers first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • Cetera Investment Advisers's Samsara position peaked at $2.92M in Q1 2026.
  • 551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.