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Opal Wealth Advisors’s Samsara IOT Stock Holding History

Opal Wealth 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
Q1 		$29.9K Buy
+943
New +$28.8K 0.01% 503

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Opal Wealth Advisors's IOT Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Samsara (IOT) in Q1 2026: 943 shares worth $29.9K. The stake represents 0.01% of the portfolio and ranks #503 among its holdings.

538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Opal Wealth Advisors held 943 shares of Samsara worth $29.9K as of Q1 2026.
  • Samsara was a new Opal Wealth Advisors position in Q1 2026.
  • Samsara made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #503 holding.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.