HB Wealth Management’s Gartner IT Stock Holding History

HB Wealth Management’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	$1.07M	Buy	6,753 +4,606	+215%	+$847K	0.01%	636
2025 Q4	$542K	Buy	2,147 +978	+84%	+$235K	﹤0.01%	869
2025 Q3	$307K	Sell	1,169 -439	-27%	-$128K	﹤0.01%	1060
2025 Q2	$650K	Sell	1,608 -114	-7%	-$47.7K	0.01%	661
2025 Q1	$723K	Buy	1,722 +256	+17%	+$126K	0.01%	645
2024 Q4	$710K	Buy	1,466 +1	+0.1%	+$516	0.01%	505
2024 Q3	$743K	Buy	1,465 +255	+21%	+$123K	0.01%	459
2024 Q2	$543K	Buy	1,210 +40	+3%	+$17.8K	0.01%	521
2024 Q1	$558K	Buy	1,170 +97	+9%	+$44.6K	0.01%	468
2023 Q4	$484K	Buy	1,073 +27	+3%	+$10.8K	0.01%	475
2023 Q3	$359K	Buy	1,046 +236	+29%	+$82.3K	0.01%	520
2023 Q2	$284K	Sell	810 -5	-0.6%	-$1.63K	﹤0.01%	561
2023 Q1	$266K	Sell	815 -30	-4%	-$9.92K	﹤0.01%	567
2022 Q4	$284K	Buy	+845	New	+$273K	0.01%	529

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