Optima Capital’s Samsara IOT Stock Holding History

Optima Capital’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	-35	Closed	-$1.24K	–	714
2025 Q4	$1.24K	Buy	+35	New	+$1.35K	﹤0.01%	892

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optima Capital's IOT Position: Q1 2026 in Review

Optima Capital sold out of Samsara (IOT) in Q1 2026, closing a stake of 35 shares — an estimated $1.24K sold.

Optima Capital first reported a position in IOT in Q4 2025 and held it in 1 quarter. The position peaked at $1.24K in Q4 2025. 539 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Optima Capital reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 35 Samsara shares in Q1 2026, an estimated $1.24K.
Optima Capital first reported a position in Samsara in Q4 2025 and held it in 1 quarter.
Optima Capital's Samsara position peaked at $1.24K in Q4 2025.
539 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.