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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 		$5.42M Buy
+167,100
New +$5.17M 0.04% 348
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 $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.