CAPTRUST Financial Advisors
AIOT

CAPTRUST Financial Advisors’s PowerFleet Inc AIOT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AIOT Stock Details AIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$564K Sell
183,177
-7,240
-4% -$30.3K ﹤0.01% 1951
2025
Q4 		$1.01M Buy
190,417
+7,589
+4% +$38.8K ﹤0.01% 1503
2025
Q3 		$958K Buy
182,828
+16,699
+10% +$77.1K ﹤0.01% 1455
2025
Q2 		$716K Buy
166,129
+160
+0.1% +$790 ﹤0.01% 1515
2025
Q1 		$911K Buy
165,969
+74
+0% +$474 ﹤0.01% 1332
2024
Q4 		$1.1M Buy
165,895
+31,181
+23% +$187K ﹤0.01% 1182
2024
Q3 		$674K Buy
134,714
+64
+0% +$304 ﹤0.01% 1422
2024
Q2 		$615K Buy
134,650
+79,495
+144% +$377K ﹤0.01% 1405
2024
Q1 		$295K Buy
+55,155
New +$187K ﹤0.01% 1784
2023
Q3 		– Sell
-60,615
Closed -$182K – 2727
2023
Q2 		$182K Buy
+60,615
New +$182K ﹤0.01% 2286
2022
Q4 		– Sell
-16,015
Closed -$49K – 2203
2022
Q3 		$49K Hold
16,015
– – ﹤0.01% 1986
2022
Q2 		$35K Buy
16,015
+3,200
+25% +$8.13K ﹤0.01% 3023
2022
Q1 		$38K Hold
12,815
– – ﹤0.01% 2983
2021
Q4 		$61K Buy
12,815
+2,125
+20% +$13.3K ﹤0.01% 2532
2021
Q3 		$72K Sell
10,690
-575
-5% -$3.99K ﹤0.01% 2326
2021
Q2 		$81K Hold
11,265
– – ﹤0.01% 2190
2021
Q1 		$93K Hold
11,265
– – ﹤0.01% 2013
2020
Q4 		$84K Hold
11,265
– – ﹤0.01% 1584
2020
Q3 		$61K Hold
11,265
– – ﹤0.01% 1561
2020
Q2 		$52K Buy
+11,265
New +$52.4K ﹤0.01% 1614

Other funds holding AIOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SM
Samjo Management New York $231M AUM 13.04% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

CAPTRUST Financial Advisors's AIOT Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its PowerFleet Inc (AIOT) stake by 3.8% in Q1 2026, selling an estimated $30.3K and leaving 183,177 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

CAPTRUST Financial Advisors first reported a position in AIOT in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2024. 194 funds tracked by Wall St. Rank hold AIOT as of Q1 2026.

  • CAPTRUST Financial Advisors held 183,177 shares of PowerFleet Inc worth $564K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 7,240 PowerFleet Inc shares in Q1 2026, an estimated $30.3K.
  • PowerFleet Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1951 holding.
  • CAPTRUST Financial Advisors first reported a position in PowerFleet Inc in Q2 2020 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's PowerFleet Inc position peaked at $1.1M in Q4 2024.
  • 194 funds tracked by Wall St. Rank held PowerFleet Inc as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.