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Aptus Capital Advisors’s Samsara IOT Stock Holding History

Aptus Capital 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 		$7.27M Sell
224,249
-122
-0.1% -$3.78K 0.05% 286
2026
Q1 		$7.11M Buy
224,371
+734
+0.3% +$22.4K 0.06% 273
2025
Q4 		$7.93M Buy
223,637
+95
+0% +$3.68K 0.06% 249
2025
Q3 		$8.33M Buy
223,542
+70
+0% +$2.6K 0.06% 236
2025
Q2 		$8.89M Buy
223,472
+151
+0.1% +$6.24K 0.07% 209
2025
Q1 		$8.56M Buy
223,321
+71
+0% +$3.31K 0.09% 195
2024
Q4 		$9.75M Sell
223,250
-69
-0% -$3.4K 0.1% 167
2024
Q3 		$10.7M Sell
223,319
-1,262
-0.6% -$51.2K 0.16% 129
2024
Q2 		$7.57M Hold
224,581
– – 0.13% 143
2024
Q1 		$8.49M Buy
+224,581
New +$7.64M 0.16% 128

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

Aptus Capital Advisors's IOT Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Samsara (IOT) stake by 0.05% in Q2 2026, selling an estimated $3.78K and leaving 224,249 shares worth $7.27M. The position accounts for 0.05% of the portfolio, ranked #286.

Aptus Capital Advisors first reported a position in IOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.7M in Q3 2024. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Aptus Capital Advisors held 224,249 shares of Samsara worth $7.27M as of Q2 2026.
  • Aptus Capital Advisors sold 122 Samsara shares in Q2 2026, an estimated $3.78K.
  • Samsara made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #286 holding.
  • Aptus Capital Advisors first reported a position in Samsara in Q1 2024 and has held it in 10 quarters since.
  • Aptus Capital Advisors's Samsara position peaked at $10.7M in Q3 2024.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.