Annis Gardner Whiting Capital Advisors’s Gartner IT Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$5.7K	Buy	36 +28	+350%	+$5.15K	﹤0.01%	938
2025 Q4	$2.02K	Buy	8 +2	+33%	+$481	﹤0.01%	959
2025 Q3	$1.58K	Sell	6 -104	-95%	-$30.3K	﹤0.01%	917
2025 Q2	$44.5K	Buy	110 +57	+108%	+$23.9K	0.02%	439
2025 Q1	$22.2K	Sell	53 -13	-20%	-$6.41K	0.01%	441
2024 Q4	$32K	Sell	66 -31	-32%	-$16K	0.01%	391
2024 Q3	$49.2K	Sell	97 -51	-34%	-$24.5K	0.01%	369
2024 Q2	$66.5K	Buy	148 +5	+3%	+$2.23K	0.02%	368
2024 Q1	$68.2K	Buy	143 +51	+55%	+$23.5K	0.02%	341
2023 Q4	$41.5K	Hold	92	–	–	0.02%	320
2023 Q3	$31.6K	Buy	+92	New	+$32.1K	0.02%	340

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