Arax Advisory Partners’s Gartner IT Stock Holding History

Arax Advisory Partners’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	$412K	Buy	2,599 +2,020	+349%	+$372K	0.01%	728
2025 Q4	$146K	Sell	579 -24,035	-98%	-$5.78M	﹤0.01%	1166
2025 Q3	$6.47M	Buy	24,614 +24,519	+25,809%	+$7.15M	0.09%	176
2025 Q2	$52.1K	Buy	95 +62	+188%	+$25.9K	﹤0.01%	1217
2025 Q1	$13.9K	Sell	33 -69	-68%	-$34K	﹤0.01%	1464
2024 Q4	$49.4K	Sell	102 -9	-8%	-$4.64K	﹤0.01%	905
2024 Q3	$56.3K	Buy	111 +32	+41%	+$15.4K	0.01%	672
2024 Q2	$35.5K	Buy	79 +48	+155%	+$21.4K	﹤0.01%	776
2024 Q1	$14.8K	Buy	31 +2	+7%	+$920	﹤0.01%	712
2023 Q4	$13.1K	Hold	29	–	–	﹤0.01%	723
2023 Q3	$9.96K	Hold	29	–	–	﹤0.01%	724
2023 Q2	$10.2K	Hold	29	–	–	﹤0.01%	702
2023 Q1	$9.45K	Hold	29	–	–	﹤0.01%	701
2022 Q4	$9.75K	Sell	29 -16	-36%	-$5.16K	﹤0.01%	654
2022 Q3	$12K	Buy	45 +31	+221%	+$8.69K	﹤0.01%	638
2022 Q2	$3K	Sell	14 -6	-30%	-$1.6K	﹤0.01%	894
2022 Q1	$6K	Sell	20 -2	-9%	-$579	﹤0.01%	737
2021 Q4	$7K	Hold	22	–	–	﹤0.01%	714
2021 Q3	$7K	Hold	22	–	–	﹤0.01%	709
2021 Q2	$5K	Buy	+22	New	+$4.81K	﹤0.01%	762

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