NewEdge Wealth’s Gartner IT Stock Holding History

NewEdge Wealth’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	-1,301	Closed	-$328K	–	1213
2025 Q4	$328K	Buy	+1,301	New	+$313K	﹤0.01%	990
2025 Q2	–	Sell	-1,559	Closed	-$654K	–	997
2025 Q1	$654K	Sell	1,559 -888	-36%	-$438K	0.01%	564
2024 Q4	$1.19M	Sell	2,447 -446	-15%	-$230K	0.02%	451
2024 Q3	$1.47M	Buy	2,893 +191	+7%	+$91.8K	0.03%	401
2024 Q2	$1.21M	Sell	2,702 -403	-13%	-$179K	0.03%	384
2024 Q1	$1.3M	Buy	3,105 +307	+11%	+$141K	0.03%	384
2023 Q4	$1.26M	Sell	2,798 -28	-1%	-$11.2K	0.03%	365
2023 Q3	$971K	Buy	2,826 +481	+21%	+$168K	0.03%	364
2023 Q2	$821K	Buy	2,345 +192	+9%	+$62.5K	0.03%	381
2023 Q1	$701K	Buy	2,153 +312	+17%	+$103K	0.03%	365
2022 Q4	$619K	Sell	1,841 -392	-18%	-$127K	0.03%	345
2022 Q3	$618K	Sell	2,233 -3,819	-63%	-$1.07M	0.03%	322
2022 Q2	$1.46M	Buy	6,052 +4,051	+202%	+$1.08M	0.07%	233
2022 Q1	$595K	Buy	+2,001	New	+$579K	0.03%	276

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