MGWM
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Marks Group Wealth Management’s Gartner IT Stock Holding History

Marks Group 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
2025
Q4 		– Sell
-6,165
Closed -$1.62M – 336
2025
Q3 		$1.62M Sell
6,165
-627
-9% -$183K 0.15% 135
2025
Q2 		$2.75M Buy
6,792
+125
+2% +$52.3K 0.26% 102
2025
Q1 		$2.8M Buy
6,667
+181
+3% +$89.2K 0.27% 99
2024
Q4 		$3.14M Buy
6,486
+165
+3% +$85.1K 0.31% 96
2024
Q3 		$3.2M Buy
6,321
+2,392
+61% +$1.15M 0.31% 95
2024
Q2 		$1.76M Buy
3,929
+13
+0.3% +$5.78K 0.19% 131
2024
Q1 		$1.87M Buy
3,916
+30
+0.8% +$13.8K 0.2% 128
2023
Q4 		$1.75M Buy
3,886
+44
+1% +$17.6K 0.2% 131
2023
Q3 		$1.32M Buy
3,842
+207
+6% +$72.2K 0.16% 143
2023
Q2 		$1.27M Buy
3,635
+33
+0.9% +$10.7K 0.15% 147
2023
Q1 		$1.17M Buy
3,602
+29
+0.8% +$9.59K 0.15% 151
2022
Q4 		$1.2M Sell
3,573
-67
-2% -$21.6K 0.16% 145
2022
Q3 		$1.01M Buy
3,640
+57
+2% +$16K 0.15% 152
2022
Q2 		$867K Buy
+3,583
New +$953K 0.13% 175
2021
Q2 		– Sell
-1,449
Closed -$264K – 275
2021
Q1 		$264K Sell
1,449
-24
-2% -$4.17K 0.04% 220
2020
Q4 		$236K Sell
1,473
-215
-13% -$31K 0.04% 231
2020
Q3 		$211K Buy
1,688
+7
+0.4% +$890 0.04% 228
2020
Q2 		$204K Sell
1,681
-13,123
-89% -$1.52M 0.04% 223
2020
Q1 		$1.47M Buy
14,804
+1,133
+8% +$155K 0.38% 106
2019
Q4 		$2.11M Buy
+13,671
New +$2.09M 0.41% 100

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return