Acumen Wealth Advisors’s Samsara IOT Stock Holding History

Acumen Wealth 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	–	Sell	-791	Closed	-$28K	–	515
2025 Q4	$28K	Buy	+791	New	+$30.6K	0.01%	176

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Acumen Wealth Advisors's IOT Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of Samsara (IOT) in Q1 2026, closing a stake of 791 shares — an estimated $28K sold.

Acumen Wealth Advisors first reported a position in IOT in Q4 2025 and held it in 1 quarter. The position peaked at $28K in Q4 2025. 541 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Acumen Wealth Advisors reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 791 Samsara shares in Q1 2026, an estimated $28K.
Acumen Wealth Advisors first reported a position in Samsara in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's Samsara position peaked at $28K in Q4 2025.
541 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.