NAS
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Nicolet Advisory Services’s Gartner IT Stock Holding History

Nicolet Advisory Services’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 		$216K Sell
891
-25
-3% -$6.02K 0.01% 396
2025
Q3 		$225K Sell
916
-53
-5% -$15.5K 0.02% 370
2025
Q2 		$318K Buy
969
+246
+34% +$103K 0.03% 292
2025
Q1 		$283K Sell
723
-32
-4% -$15.8K 0.03% 293
2024
Q4 		$369K Sell
755
-79
-9% -$40.7K 0.03% 253
2024
Q3 		$424K Sell
834
-18
-2% -$8.65K 0.04% 231
2024
Q2 		$382K Buy
852
+51
+6% +$22.7K 0.04% 240
2024
Q1 		$376K Buy
801
+94
+13% +$43.3K 0.04% 226
2023
Q4 		$301K Buy
707
+17
+2% +$6.79K 0.03% 243
2023
Q3 		$240K Buy
690
+1
+0.1% +$349 0.03% 264
2023
Q2 		$241K Buy
689
+3
+0.4% +$977 0.03% 272
2023
Q1 		$215K Buy
+686
New +$227K 0.02% 262

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JSC
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BAMCO Inc
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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