Aptus Capital Advisors’s Gartner IT Stock Holding History

Aptus 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	–	Sell	-1,066	Closed	-$269K	–	1735
2025 Q4	$269K	Buy	1,066 +147	+16%	+$35.4K	﹤0.01%	927
2025 Q3	$242K	Sell	919 -13	-1%	-$3.79K	﹤0.01%	910
2025 Q2	$377K	Buy	932 +37	+4%	+$15.5K	﹤0.01%	755
2025 Q1	$376K	Sell	895 -405	-31%	-$200K	﹤0.01%	724
2024 Q4	$630K	Buy	1,300 +432	+50%	+$223K	0.01%	577
2024 Q3	$440K	Buy	868 +82	+10%	+$39.4K	0.01%	571
2024 Q2	$353K	Buy	786 +38	+5%	+$16.9K	0.01%	580
2024 Q1	$357K	Sell	748 -11	-1%	-$5.06K	0.01%	586
2023 Q4	$342K	Sell	759 -74	-9%	-$29.6K	0.01%	445
2023 Q3	$286K	Buy	833 +147	+21%	+$51.3K	0.01%	483
2023 Q2	$240K	Buy	686 +17	+3%	+$5.54K	0.01%	453
2023 Q1	$218K	Buy	+669	New	+$221K	0.01%	456

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