Avion Wealth’s Gartner IT Stock Holding History

Avion Wealth’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	$3K	Buy	23 +10	+77%	+$1.84K	﹤0.01%	784
2025 Q4	$3K	Sell	13 -12	-48%	-$2.89K	﹤0.01%	790
2025 Q3	$6K	Buy	25 +12	+92%	+$3.5K	﹤0.01%	609
2025 Q2	$5K	Buy	13 +7	+117%	+$2.93K	﹤0.01%	623
2025 Q1	$2K	Hold	6	–	–	﹤0.01%	727
2024 Q4	$2K	Buy	6 +1	+20%	+$516	﹤0.01%	724
2024 Q3	$2K	Buy	5 +3	+150%	+$1.44K	﹤0.01%	691
2024 Q2	$0	Sell	2 -2	-50%	-$890	﹤0.01%	1099
2024 Q1	$2K	Buy	4 +3	+300%	+$1.38K	﹤0.01%	699
2023 Q4	$0	Sell	1 -8	-89%	-$3.2K	﹤0.01%	1211
2023 Q3	$3K	Buy	+9	New	+$3.14K	﹤0.01%	424
2023 Q2	–	Sell	-2	Closed	–	–	886
2023 Q1	$0	Buy	+2	New	+$661	﹤0.01%	652

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