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Kestra Private Wealth Services’s Samsara IOT Stock Holding History

Kestra Private Wealth 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
-6,825
Closed -$242K – 1822
2025
Q4 		$242K Sell
6,825
-1,134
-14% -$43.9K ﹤0.01% 1525
2025
Q3 		$296K Buy
7,959
+1,521
+24% +$56.5K ﹤0.01% 1369
2025
Q2 		$256K Buy
+6,438
New +$266K ﹤0.01% 1379

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 Private Wealth Services's IOT Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Samsara (IOT) in Q1 2026, closing a stake of 6,825 shares — an estimated $242K sold.

Kestra Private Wealth Services first reported a position in IOT in Q2 2025 and held it in 3 quarters. The position peaked at $296K in Q3 2025. 541 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,825 Samsara shares in Q1 2026, an estimated $242K.
  • Kestra Private Wealth Services first reported a position in Samsara in Q2 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Samsara position peaked at $296K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.