Glen Eagle Advisors’s Gartner IT Stock Holding History

Glen Eagle 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
2025 Q3	–	Sell	-23	Closed	-$9.3K	–	1135
2025 Q2	$9.3K	Hold	23	–	–	﹤0.01%	658
2025 Q1	$9.65K	Hold	23	–	–	﹤0.01%	644
2024 Q4	$11.1K	Hold	23	–	–	﹤0.01%	633
2024 Q3	$11.7K	Hold	23	–	–	﹤0.01%	637
2024 Q2	$10.3K	Buy	+23	New	+$10.2K	﹤0.01%	640
2019 Q2	–	Sell	-100	Closed	-$15.2K	–	805
2019 Q1	$15.2K	Hold	100	–	–	0.01%	420
2018 Q4	$12.8K	Hold	100	–	–	0.01%	425
2018 Q3	$15.8K	Hold	100	–	–	0.01%	403
2018 Q2	$13.3K	Hold	100	–	–	0.01%	421
2018 Q1	$11.8K	Hold	100	–	–	0.01%	416
2017 Q4	$12.3K	Hold	100	–	–	0.01%	404
2017 Q3	$12.4K	Hold	100	–	–	0.01%	405
2017 Q2	$12.4K	Hold	100	–	–	0.01%	365
2017 Q1	$10.8K	Hold	100	–	–	0.01%	362
2016 Q4	$10.1K	Buy	+100	New	+$9.66K	0.01%	361

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return