Coston McIsaac & Partners’s Gartner IT Stock Holding History

Coston McIsaac & Partners’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	$13K	Hold	84	–	–	﹤0.01%	535
2025 Q4	$21K	Sell	84 -9	-10%	-$2.17K	﹤0.01%	457
2025 Q3	$24K	Hold	93	–	–	0.01%	414
2025 Q2	$37K	Hold	93	–	–	0.01%	344
2025 Q1	$39K	Buy	93 +5	+6%	+$2.46K	0.01%	310
2024 Q4	$42K	Hold	88	–	–	0.01%	304
2024 Q3	$44	Hold	88	–	–	0.01%	300
2024 Q2	$39K	Hold	88	–	–	0.01%	301
2024 Q1	$41K	Sell	88 -5	-5%	-$2.3K	0.01%	301
2023 Q4	$41K	Hold	93	–	–	0.01%	290
2023 Q3	$31K	Hold	93	–	–	0.01%	323
2023 Q2	$32K	Hold	93	–	–	0.01%	351
2023 Q1	$30K	Hold	93	–	–	0.01%	350
2022 Q4	$31	Buy	93 +25	+37%	+$8.07K	0.01%	353
2022 Q3	$18K	Hold	68	–	–	0.01%	347
2022 Q2	$16K	Buy	+68	New	+$18.1K	0.01%	232

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