KAS
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Kestra Advisory Services’s Samsara IOT Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-13,043
Closed -$462K – 3741
2025
Q4 		$462K Buy
13,043
+3,608
+38% +$140K ﹤0.01% 2213
2025
Q3 		$351K Buy
+9,435
New +$350K ﹤0.01% 2317
2025
Q2 		– Sell
-11,172
Closed -$428K – 2906
2025
Q1 		$428K Buy
11,172
+6,338
+131% +$295K ﹤0.01% 1921
2024
Q4 		$211K Sell
4,834
-3,448
-42% -$170K ﹤0.01% 2455
2024
Q3 		$399K Buy
8,282
+700
+9% +$28.4K ﹤0.01% 1910
2024
Q2 		$256K Buy
+7,582
New +$262K ﹤0.01% 2222

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Kestra Advisory Services's IOT Position: Q1 2026 in Review

Kestra Advisory Services sold out of Samsara (IOT) in Q1 2026, closing a stake of 13,043 shares — an estimated $462K sold.

Kestra Advisory Services first reported a position in IOT in Q2 2024 and held it in 6 quarters. The position peaked at $462K in Q4 2025. 541 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Kestra Advisory Services reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 13,043 Samsara shares in Q1 2026, an estimated $462K.
  • Kestra Advisory Services first reported a position in Samsara in Q2 2024 and held it in 6 quarters.
  • Kestra Advisory Services's Samsara position peaked at $462K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.