Bogart Wealth LLC’s Gartner IT Stock Holding History

Bogart Wealth LLC’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	$2.38K	Buy	15 +1	+7%	+$184	﹤0.01%	1235
2025 Q4	$3.53K	Hold	14	–	–	﹤0.01%	1070
2025 Q3	$3.68K	Buy	14 +4	+40%	+$1.17K	﹤0.01%	1036
2025 Q2	$4.04K	Buy	10 +2	+25%	+$837	﹤0.01%	982
2025 Q1	$3.36K	Sell	8 -7	-47%	-$3.45K	﹤0.01%	980
2024 Q4	$7.27K	Buy	15 +7	+88%	+$3.61K	﹤0.01%	804
2024 Q3	$4.05K	Hold	8	–	–	﹤0.01%	872
2024 Q2	$3.59K	Hold	8	–	–	﹤0.01%	847
2024 Q1	$3.81K	Hold	8	–	–	﹤0.01%	818
2023 Q4	$3.61K	Hold	8	–	–	﹤0.01%	810
2023 Q3	$2.75K	Hold	8	–	–	﹤0.01%	838
2023 Q2	$2.8K	Hold	8	–	–	﹤0.01%	832
2023 Q1	$2.61K	Buy	+8	New	+$2.65K	﹤0.01%	861

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