EP Wealth Advisors’s Gartner IT Stock Holding History

EP Wealth 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	–	Sell	-1,167	Closed	-$294K	–	1542
2025 Q4	$294K	Buy	+1,167	New	+$281K	﹤0.01%	1147
2025 Q2	$248K	Sell	613 -187	-23%	-$78.2K	﹤0.01%	1128
2025 Q1	$336K	Buy	800 +38	+5%	+$18.7K	﹤0.01%	859
2024 Q4	$369K	Sell	762 -279	-27%	-$144K	﹤0.01%	786
2024 Q3	$528K	Buy	+1,041	New	+$500K	﹤0.01%	674
2022 Q3	–	Sell	-1,268	Closed	-$307K	–	474
2022 Q2	$307K	Buy	1,268 +59	+5%	+$15.7K	0.01%	473
2022 Q1	$360K	Sell	1,209 -12	-1%	-$3.48K	0.01%	450
2021 Q4	$408K	Buy	1,221 +15	+1%	+$4.82K	0.01%	397
2021 Q3	$366K	Sell	1,206 -50	-4%	-$14.5K	0.01%	389
2021 Q2	$304K	Buy	1,256 +3	+0.2%	+$656	0.01%	441
2021 Q1	$229K	Buy	+1,253	New	+$218K	0.01%	449

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