Harbor Investment Advisory’s Gartner IT Stock Holding History

Harbor Investment Advisory’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	-40	Closed	-$10.1K	–	1298
2025 Q4	$10.1K	Sell	40 -37	-48%	-$8.9K	﹤0.01%	936
2025 Q3	$20.2K	Hold	77	–	–	﹤0.01%	790
2025 Q2	$31.1K	Hold	77	–	–	﹤0.01%	704
2025 Q1	$32.3K	Hold	77	–	–	﹤0.01%	683
2024 Q4	$37.3K	Hold	77	–	–	﹤0.01%	646
2024 Q3	$39K	Sell	77 -1	-1%	-$481	﹤0.01%	640
2024 Q2	$35K	Sell	78 -13	-14%	-$5.78K	﹤0.01%	647
2024 Q1	$43.4K	Buy	91 +15	+20%	+$6.9K	﹤0.01%	608
2023 Q4	$34.3K	Buy	76 +75	+7,500%	+$30K	﹤0.01%	630
2023 Q3	$344	Sell	1 -2	-67%	-$698	﹤0.01%	1138
2023 Q2	$1.05K	Buy	+3	New	+$977	﹤0.01%	1253

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