Avior Wealth Management
IOT icon

Avior Wealth Management’s Samsara IOT Stock Holding History

Avior Wealth Management’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
Q3 		$687K Buy
18,005
+2,049
+13% +$78.5K 0.02% 444
2026
Q2 		$517K Buy
15,956
+1,494
+10% +$46.3K 0.01% 509
2026
Q1 		$458K Buy
14,462
+4,383
+43% +$134K 0.01% 552
2025
Q4 		$357K Sell
10,079
-1,637
-14% -$63.4K 0.01% 559
2025
Q3 		$436K Buy
11,716
+2,032
+21% +$75.5K 0.01% 478
2025
Q2 		$385K Sell
9,684
-1,707
-15% -$70.5K 0.01% 505
2025
Q1 		$437K Hold
11,391
– – 0.02% 440
2024
Q4 		$498K Sell
11,391
-979
-8% -$48.2K 0.02% 447
2024
Q3 		$595K Buy
12,370
+146
+1% +$5.92K 0.02% 407
2024
Q2 		$412K Buy
12,224
+12,107
+10,348% +$418K 0.02% 486
2024
Q1 		$4.42K Buy
+117
New +$3.98K ﹤0.01% 2112
2022
Q1 		– Sell
-100
Closed -$2K – 1162
2021
Q4 		$2K Buy
+100
New +$2.6K ﹤0.01% 974

Other funds holding IOT

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
LPPL
Loftus Peak Pty Ltd Sydney, Australia $781M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Avior Wealth Management's IOT Position: Q3 2026 in Review

Avior Wealth Management increased its Samsara (IOT) stake by 13% in Q3 2026, buying an estimated $78.5K and bringing the position to 18,005 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #444.

Avior Wealth Management first reported a position in IOT in Q4 2021 and has held it in 12 quarters since. 56 funds tracked by Wall St. Rank hold IOT as of Q3 2026.

  • Avior Wealth Management held 18,005 shares of Samsara worth $687K as of Q3 2026.
  • Avior Wealth Management bought 2,049 Samsara shares in Q3 2026, an estimated $78.5K.
  • Samsara made up 0.02% of Avior Wealth Management's portfolio in Q3 2026, its #444 holding.
  • Avior Wealth Management first reported a position in Samsara in Q4 2021 and has held it in 12 quarters since.
  • 56 funds tracked by Wall St. Rank held Samsara as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.