Evoke Wealth’s Gartner IT Stock Holding History

Evoke Wealth’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	$351K	Buy	2,217 +881	+66%	+$162K	0.01%	498
2025 Q4	$337K	Buy	1,336 +463	+53%	+$111K	0.01%	492
2025 Q3	$229K	Buy	873 +205	+31%	+$59.8K	﹤0.01%	571
2025 Q2	$270K	Buy	+668	New	+$280K	0.01%	483
2022 Q4	–	Sell	-23	Closed	-$6K	–	751
2022 Q3	$6K	Sell	23 -2	-8%	-$561	﹤0.01%	849
2022 Q2	$6K	Hold	25	–	–	﹤0.01%	852
2022 Q1	$7K	Buy	+25	New	+$7.24K	﹤0.01%	836
2020 Q2	–	Sell	-6	Closed	-$597	–	1126
2020 Q1	$597	Sell	6 -27	-82%	-$3.7K	﹤0.01%	998
2019 Q4	$5.08K	Buy	33 +3	+10%	+$458	﹤0.01%	905
2019 Q3	$4.29K	Buy	+30	New	+$4.36K	﹤0.01%	1043

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