Accurate Wealth Management’s Gartner IT Stock Holding History

Accurate Wealth Management’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,288	Closed	-$319K	–	552
2025 Q4	$319K	Sell	1,288 -111	-8%	-$26.7K	0.04%	390
2025 Q3	$345K	Buy	1,399 +91	+7%	+$26.5K	0.05%	366
2025 Q2	$507K	Buy	1,308 +36	+3%	+$15.1K	0.08%	264
2025 Q1	$509K	Sell	1,272 -34	-3%	-$16.8K	0.1%	207
2024 Q4	$639K	Buy	1,306 +6	+0.5%	+$3.09K	0.12%	174
2024 Q3	$689K	Sell	1,300 -8	-0.6%	-$3.85K	0.14%	152
2024 Q2	$595K	Sell	1,308 -58	-4%	-$25.8K	0.14%	149
2024 Q1	$602K	Sell	1,366 -556	-29%	-$256K	0.18%	128
2023 Q4	$855K	Sell	1,922 -434	-18%	-$173K	0.27%	86
2023 Q3	$829K	Sell	2,356 -104	-4%	-$36.3K	0.26%	86
2023 Q2	$892K	Sell	2,460 -16	-0.6%	-$5.21K	0.28%	81
2023 Q1	$779K	Buy	2,476 +1,547	+167%	+$511K	0.27%	87
2022 Q4	$308K	Buy	+929	New	+$300K	0.11%	157

Other funds holding IT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return