MYIA
IOT icon

Mount Yale Investment Advisors’s Samsara IOT Stock Holding History

Mount Yale 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 		$211K Sell
6,492
-2,785
-30% -$86.2K ﹤0.01% 1131
2026
Q1 		$294K Buy
+9,277
New +$283K 0.01% 902
2025
Q3 		– Sell
-5
Closed -$199 – 1121
2025
Q2 		$199 Buy
+5
New +$207 ﹤0.01% 1454

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

Mount Yale Investment Advisors's IOT Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Samsara (IOT) stake by 30% in Q2 2026, selling an estimated $86.2K and leaving 6,492 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Mount Yale Investment Advisors first reported a position in IOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $294K in Q1 2026. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Mount Yale Investment Advisors held 6,492 shares of Samsara worth $211K as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,785 Samsara shares in Q2 2026, an estimated $86.2K.
  • Samsara made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1131 holding.
  • Mount Yale Investment Advisors first reported a position in Samsara in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Samsara position peaked at $294K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.