Bell Investment Advisors’s Gartner IT Stock Holding History

Bell Investment 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	$27.2K	Buy	172 +74	+76%	+$13.6K	﹤0.01%	366
2025 Q4	$24.7K	Sell	98 -6	-6%	-$1.44K	﹤0.01%	391
2025 Q3	$27.3K	Sell	104 -25	-19%	-$7.29K	﹤0.01%	340
2025 Q2	$52.1K	Buy	129 +3	+2%	+$1.25K	0.01%	239
2025 Q1	$52.9K	Hold	126	–	–	0.01%	219
2024 Q4	$61K	Hold	126	–	–	0.01%	198
2024 Q3	$63.9K	Sell	126 -3	-2%	-$1.44K	0.01%	189
2024 Q2	$57.9K	Buy	129 +4	+3%	+$1.78K	0.01%	195
2024 Q1	$59.6K	Hold	125	–	–	0.01%	185
2023 Q4	$56.4K	Hold	125	–	–	0.01%	181
2023 Q3	$43K	Sell	125 -7	-5%	-$2.44K	0.01%	193
2023 Q2	$46.2K	Sell	132 -9	-6%	-$2.93K	0.01%	176
2023 Q1	$45.9K	Buy	141 +4	+3%	+$1.32K	0.01%	173
2022 Q4	$46.1K	Buy	137 +1	+0.7%	+$323	0.01%	176
2022 Q3	$38K	Sell	136 -9	-6%	-$2.52K	0.01%	166
2022 Q2	$35K	Buy	+145	New	+$38.6K	0.01%	174
2021 Q4	$46K	Buy	138 +18	+15%	+$5.79K	0.01%	168
2021 Q3	$36K	Buy	+120	New	+$34.8K	0.01%	184

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