Empowered Funds’s Gartner IT Stock Holding History

Empowered Funds’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	$2.35M	Buy	+14,837	New	+$2.73M	0.02%	1021
2025 Q4	–	Sell	-44,370	Closed	-$11.7M	–	1448
2025 Q3	$11.7M	Buy	44,370 +35,006	+374%	+$10.2M	0.12%	179
2025 Q2	$3.79M	Buy	9,364 +2,018	+27%	+$844K	0.04%	535
2025 Q1	$3.08M	Sell	7,346 -1,150	-14%	-$567K	0.04%	536
2024 Q4	$4.12M	Buy	8,496 +2,959	+53%	+$1.53M	0.06%	438
2024 Q3	$2.81M	Buy	5,537 +1,515	+38%	+$728K	0.04%	545
2024 Q2	$1.81M	Buy	4,022 +473	+13%	+$210K	0.03%	643
2024 Q1	$1.69M	Buy	3,549 +382	+12%	+$176K	0.03%	674
2023 Q4	$1.43M	Buy	3,167 +589	+23%	+$235K	0.04%	638
2023 Q3	$886K	Sell	2,578 -96	-4%	-$33.5K	0.03%	708
2023 Q2	$937K	Buy	2,674 +307	+13%	+$100K	0.03%	626
2023 Q1	$771K	Buy	+2,367	New	+$782K	0.05%	337
2022 Q4	–	Sell	-1,814	Closed	-$585K	–	549
2022 Q3	$501K	Buy	+1,814	New	+$509K	0.05%	250
2022 Q2	–	Sell	-6,048	Closed	-$1.8M	–	301
2022 Q1	$1.8M	Buy	6,048 +265	+5%	+$76.7K	0.2%	136
2021 Q4	$1.93M	Buy	+5,783	New	+$1.86M	0.22%	105

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