Clearstead Advisors’s Gartner IT Stock Holding History

Clearstead 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	$260K	Buy	1,639 +18	+1%	+$3.31K	﹤0.01%	915
2025 Q4	$409K	Buy	1,621 +1,305	+413%	+$314K	0.01%	714
2025 Q3	$83.1K	Sell	316 -604	-66%	-$176K	﹤0.01%	1104
2025 Q2	$372K	Buy	920 +814	+768%	+$341K	0.01%	691
2025 Q1	$44.5K	Sell	106 -154	-59%	-$75.9K	﹤0.01%	1199
2024 Q4	$126K	Sell	260 -71	-21%	-$36.6K	﹤0.01%	966
2024 Q3	$168K	Sell	331 -4	-1%	-$1.92K	﹤0.01%	910
2024 Q2	$150K	Buy	335 +236	+238%	+$105K	﹤0.01%	904
2024 Q1	$43.6K	Buy	99 +2	+2%	+$920	﹤0.01%	798
2023 Q4	$43.8K	Sell	97 -87	-47%	-$34.8K	﹤0.01%	775
2023 Q3	$63.2K	Buy	184 +92	+100%	+$32.1K	﹤0.01%	844
2023 Q2	$32.2K	Hold	92	–	–	﹤0.01%	817
2023 Q1	$30K	Hold	92	–	–	﹤0.01%	771
2022 Q4	$30.9K	Hold	92	–	–	﹤0.01%	715
2022 Q3	$25K	Hold	92	–	–	﹤0.01%	737
2022 Q2	$22K	Hold	92	–	–	﹤0.01%	778
2022 Q1	$27K	Buy	+92	New	+$26.6K	﹤0.01%	800
2021 Q3	–	Sell	-14	Closed	-$3K	–	1334
2021 Q2	$3K	Buy	+14	New	+$3.06K	﹤0.01%	969

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