Motley Fool Asset Management’s Gartner IT Stock Holding History

Motley Fool Asset 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	$367K	Buy	2,317 +134	+6%	+$24.7K	0.02%	198
2025 Q4	$551K	Sell	2,183 -126	-5%	-$30.3K	0.02%	176
2025 Q3	$607K	Sell	2,309 -2,710	-54%	-$790K	0.03%	179
2025 Q2	$2.03M	Buy	5,019 +615	+14%	+$257K	0.09%	152
2025 Q1	$1.85M	Buy	4,404 +239	+6%	+$118K	0.1%	141
2024 Q4	$2.02M	Buy	4,165 +529	+15%	+$273K	0.11%	138
2024 Q3	$1.82M	Buy	3,636 +192	+6%	+$92.3K	0.11%	131
2024 Q2	$1.52M	Buy	3,444 +768	+29%	+$342K	0.1%	143
2024 Q1	$1.28M	Buy	2,676 +316	+13%	+$145K	0.08%	150
2023 Q4	$1.06M	Buy	2,360 +700	+42%	+$280K	0.08%	147
2023 Q3	$570K	Sell	1,660 -10	-0.6%	-$3.49K	0.05%	168
2023 Q2	$585K	Buy	+1,670	New	+$544K	0.05%	159
2023 Q1	–	Sell	-1,646	Closed	-$553K	–	157
2022 Q4	$553K	Buy	1,646 +60	+4%	+$19.4K	0.06%	159
2022 Q3	$439K	Sell	1,586 -36	-2%	-$10.1K	0.04%	174
2022 Q2	$391K	Sell	1,622 -33	-2%	-$8.78K	0.04%	177
2022 Q1	$492K	Buy	1,655 +1,617	+4,255%	+$468K	0.04%	171
2021 Q4	$13K	Buy	+38	New	+$12.2K	﹤0.01%	177

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