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Capital Advisors Ltd’s Samsara IOT Stock Holding History

Capital Advisors Ltd’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 		$0 Sell
14
-168
-92% -$5.2K ﹤0.01% 1470
2026
Q1 		$6K Buy
+182
New +$5.56K ﹤0.01% 922
2025
Q2 		– Sell
-4
Closed – – 1480
2025
Q1 		$0 Hold
4
– – ﹤0.01% 1457
2024
Q4 		$0 Hold
4
– – ﹤0.01% 1473
2024
Q3 		$0 Buy
+4
New +$162 ﹤0.01% 1492

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Capital Advisors Ltd reduced its Samsara (IOT) stake by 92% in Q2 2026, selling an estimated $5.2K and leaving 14 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Capital Advisors Ltd first reported a position in IOT in Q3 2024 and has held it in 5 quarters since. The position peaked at $6K in Q1 2026. 546 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Capital Advisors Ltd held 14 shares of Samsara worth $0 as of Q2 2026.
  • Capital Advisors Ltd sold 168 Samsara shares in Q2 2026, an estimated $5.2K.
  • Samsara made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1470 holding.
  • Capital Advisors Ltd first reported a position in Samsara in Q3 2024 and has held it in 5 quarters since.
  • Capital Advisors Ltd's Samsara position peaked at $6K in Q1 2026.
  • 546 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.