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United Capital Financial Advisors’s Samsara IOT Stock Holding History

United Capital Financial 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 		$276K Sell
8,518
-4,495
-35% -$139K ﹤0.01% 1401
2026
Q1 		$412K Buy
+13,013
New +$397K ﹤0.01% 1163
2025
Q2 		– Sell
-8,153
Closed -$313K – 1117
2025
Q1 		$313K Buy
+8,153
New +$380K ﹤0.01% 879

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

United Capital Financial Advisors's IOT Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Samsara (IOT) stake by 35% in Q2 2026, selling an estimated $139K and leaving 8,518 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

United Capital Financial Advisors first reported a position in IOT in Q1 2025 and has held it in 3 quarters since. The position peaked at $412K in Q1 2026. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • United Capital Financial Advisors held 8,518 shares of Samsara worth $276K as of Q2 2026.
  • United Capital Financial Advisors sold 4,495 Samsara shares in Q2 2026, an estimated $139K.
  • Samsara made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1401 holding.
  • United Capital Financial Advisors first reported a position in Samsara in Q1 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Samsara position peaked at $412K in Q1 2026.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.