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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
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 $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

Mount Yale Investment Advisors's IOT Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Samsara (IOT) in Q1 2026: 9,277 shares worth $294K. The stake represents 0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IOT as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IOT in Q2 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Mount Yale Investment Advisors held 9,277 shares of Samsara worth $294K as of Q1 2026.
  • Samsara was a new Mount Yale Investment Advisors position in Q1 2026.
  • Samsara made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #902 holding.
  • Mount Yale Investment Advisors first reported a position in Samsara in Q2 2025 and has held it in 2 quarters since.
  • 540 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.