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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 		– Sell
-100,000
Closed -$3.54M – 1732
2025
Q4 		$3.54M Sell
100,000
-67,100
-40% -$2.6M 0.03% 371
2025
Q3 		$6.22M Buy
+167,100
New +$6.21M 0.05% 283

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 $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aptus Capital Advisors's IOT Position: Q1 2026 in Review

Aptus Capital Advisors increased its Samsara (IOT) stake by 0.33% in Q1 2026, buying an estimated $22.4K and bringing the position to 224,371 shares worth $7.11M. The position accounts for 0.06% of the portfolio, ranked #273.

Aptus Capital Advisors first reported a position in IOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.7M in Q3 2024. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Aptus Capital Advisors held 224,371 shares of Samsara worth $7.11M as of Q1 2026.
  • Aptus Capital Advisors bought 734 Samsara shares in Q1 2026, an estimated $22.4K.
  • Samsara made up 0.06% of Aptus Capital Advisors's portfolio in Q1 2026, its #273 holding.
  • Aptus Capital Advisors first reported a position in Samsara in Q1 2024 and has held it in 9 quarters since.
  • Aptus Capital Advisors's Samsara position peaked at $10.7M in Q3 2024.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.