EverSource Wealth Advisors’s Gartner IT Stock Holding History

EverSource 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	$430K	Buy	2,718 +771	+40%	+$142K	0.01%	665
2025 Q4	$491K	Buy	1,947 +531	+38%	+$128K	0.02%	550
2025 Q3	$372K	Buy	1,416 +658	+87%	+$192K	0.01%	617
2025 Q2	$306K	Buy	758 +335	+79%	+$140K	0.01%	660
2025 Q1	$178K	Sell	423 -1	-0.2%	-$493	0.01%	698
2024 Q4	$205K	Buy	424 +28	+7%	+$14.4K	0.01%	645
2024 Q3	$201K	Buy	396 +13	+3%	+$6.25K	0.01%	555
2024 Q2	$192K	Buy	383 +108	+39%	+$48K	0.01%	571
2024 Q1	$113K	Buy	275 +38	+16%	+$17.5K	0.01%	668
2023 Q4	$107K	Buy	237 +74	+45%	+$29.6K	0.01%	614
2023 Q3	$56K	Buy	163 +58	+55%	+$20.2K	0.01%	763
2023 Q2	$36.8K	Buy	105 +10	+11%	+$3.26K	﹤0.01%	953
2023 Q1	$30.9K	Hold	95	–	–	﹤0.01%	949
2022 Q4	$31.9K	Buy	95 +25	+36%	+$8.07K	﹤0.01%	927
2022 Q3	$19K	Buy	70 +44	+169%	+$12.3K	﹤0.01%	925
2022 Q2	$6K	Buy	26 +8	+44%	+$2.13K	﹤0.01%	1197
2022 Q1	$5K	Sell	18 -5	-22%	-$1.45K	﹤0.01%	1253
2021 Q4	$7K	Buy	+23	New	+$7.39K	﹤0.01%	1112

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