Wealth Enhancement Advisory Services
IOT icon

Wealth Enhancement Advisory Services’s Samsara IOT Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.3M Sell
281,629
-4,854
-2% -$150K 0.02% 660
2026
Q1 		$9.24M Sell
286,483
-8,978
-3% -$274K 0.02% 624
2025
Q4 		$10.3M Buy
295,461
+277,162
+1,515% +$10.7M 0.01% 686
2025
Q3 		$709K Sell
18,299
-4,662
-20% -$173K ﹤0.01% 2094
2025
Q2 		$898K Buy
22,961
+2,916
+15% +$121K ﹤0.01% 1820
2025
Q1 		$768K Buy
20,045
+3,956
+25% +$184K ﹤0.01% 1762
2024
Q4 		$703K Buy
16,089
+2,539
+19% +$125K ﹤0.01% 1750
2024
Q3 		$652K Sell
13,550
-2,298
-15% -$93.1K ﹤0.01% 1639
2024
Q2 		$534K Buy
15,848
+9,875
+165% +$341K ﹤0.01% 1608
2024
Q1 		$226K Buy
+5,973
New +$203K ﹤0.01% 2114

Other funds holding IOT

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's IOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Samsara (IOT) stake by 1.7% in Q2 2026, selling an estimated $150K and leaving 281,629 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #660.

Wealth Enhancement Advisory Services first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. 63 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 281,629 shares of Samsara worth $10.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,854 Samsara shares in Q2 2026, an estimated $150K.
  • Samsara made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #660 holding.
  • Wealth Enhancement Advisory Services first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • 63 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.