ACA
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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
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 0.07% 249
2025
Q3 		$8.33M Buy
223,542
+70
+0% +$2.6K 0.08% 236
2025
Q2 		$8.89M Buy
223,472
+151
+0.1% +$6.24K 0.09% 209
2025
Q1 		$8.56M Buy
223,321
+71
+0% +$3.31K 0.1% 195
2024
Q4 		$9.75M Sell
223,250
-69
-0% -$3.4K 0.12% 167
2024
Q3 		$10.7M Sell
223,319
-1,262
-0.6% -$51.2K 0.16% 129
2024
Q2 		$7.57M Hold
224,581
– – 0.14% 143
2024
Q1 		$8.49M Buy
+224,581
New +$7.64M 0.18% 128

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 $5.7T 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 $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return