AE Wealth Management’s Gartner IT Stock Holding History

AE 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	$212K	Buy	1,341 +260	+24%	+$47.8K	﹤0.01%	1574
2025 Q4	$273K	Buy	+1,081	New	+$260K	﹤0.01%	1359
2024 Q4	–	Sell	-415	Closed	-$211K	–	2144
2024 Q3	$211K	Buy	+415	New	+$200K	﹤0.01%	1161
2024 Q1	–	Sell	-672	Closed	-$310K	–	1576
2023 Q4	$310K	Buy	+672	New	+$268K	﹤0.01%	1683
2023 Q3	–	Sell	-586	Closed	-$205K	–	2015
2023 Q2	$205K	Buy	+586	New	+$191K	﹤0.01%	1740
2023 Q1	–	Sell	-893	Closed	-$300K	–	1945
2022 Q4	$300K	Buy	+893	New	+$288K	﹤0.01%	1500

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