CAPTRUST Financial Advisors
IOT icon

CAPTRUST Financial Advisors’s Samsara IOT Stock Holding History

CAPTRUST Financial 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 		$9.6M Buy
296,145
+89,030
+43% +$2.76M 0.01% 580
2026
Q1 		$6.56M Sell
207,115
-23,333
-10% -$713K 0.01% 663
2025
Q4 		$8.17M Buy
230,448
+206,863
+877% +$8.01M 0.02% 531
2025
Q3 		$879K Buy
23,585
+10,531
+81% +$391K ﹤0.01% 1504
2025
Q2 		$519K Buy
13,054
+1,581
+14% +$65.3K ﹤0.01% 1712
2025
Q1 		$440K Buy
11,473
+437
+4% +$20.4K ﹤0.01% 1713
2024
Q4 		$482K Buy
11,036
+796
+8% +$39.2K ﹤0.01% 1626
2024
Q3 		$493K Buy
10,240
+1,463
+17% +$59.3K ﹤0.01% 1577
2024
Q2 		$296K Buy
+8,777
New +$303K ﹤0.01% 1823

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

CAPTRUST Financial Advisors's IOT Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Samsara (IOT) stake by 43% in Q2 2026, buying an estimated $2.76M and bringing the position to 296,145 shares worth $9.6M. The position accounts for 0.01% of the portfolio, ranked #580.

CAPTRUST Financial Advisors first reported a position in IOT in Q2 2024 and has held it in 9 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • CAPTRUST Financial Advisors held 296,145 shares of Samsara worth $9.6M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 89,030 Samsara shares in Q2 2026, an estimated $2.76M.
  • Samsara made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #580 holding.
  • CAPTRUST Financial Advisors first reported a position in Samsara in Q2 2024 and has held it in 9 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.