Blue Trust Inc’s Gartner IT Stock Holding History

Blue Trust Inc’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	$20.7K	Sell	131 -102	-44%	-$18.8K	﹤0.01%	1630
2025 Q4	$58.8K	Sell	233 -67	-22%	-$16.1K	﹤0.01%	1293
2025 Q3	$78.9K	Sell	300 -10	-3%	-$2.92K	﹤0.01%	1177
2025 Q2	$125K	Sell	310 -42	-12%	-$17.6K	﹤0.01%	947
2025 Q1	$148K	Buy	352 +8	+2%	+$3.94K	﹤0.01%	824
2024 Q4	$167K	Sell	344 -782	-69%	-$403K	﹤0.01%	719
2024 Q3	$506K	Buy	1,126 +700	+164%	+$337K	0.01%	464
2024 Q2	$203K	Buy	426 +312	+274%	+$139K	﹤0.01%	697
2024 Q1	$54.3K	Sell	114 -229	-67%	-$105K	﹤0.01%	888
2023 Q4	$118K	Buy	343 +86	+33%	+$34.4K	﹤0.01%	616
2023 Q3	$90K	Buy	257 +150	+140%	+$52.3K	﹤0.01%	655
2023 Q2	$35K	Sell	107 -528	-83%	-$172K	﹤0.01%	832
2023 Q1	$213K	Buy	635 +82	+15%	+$27.1K	﹤0.01%	520
2022 Q4	$153K	Buy	553 +264	+91%	+$85.2K	﹤0.01%	545
2022 Q3	$70K	Buy	289 +56	+24%	+$15.7K	﹤0.01%	644
2022 Q2	$70K	Buy	+233	New	+$62K	﹤0.01%	596

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