Oakworth Capital’s Gartner IT Stock Holding History

Oakworth Capital’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	$2.06K	Hold	13	–	–	﹤0.01%	792
2025 Q4	$3.28K	Hold	13	–	–	﹤0.01%	770
2025 Q3	$3.42K	Hold	13	–	–	﹤0.01%	716
2025 Q2	$5.25K	Hold	13	–	–	﹤0.01%	532
2025 Q1	$5.46K	Hold	13	–	–	﹤0.01%	572
2024 Q4	$6.3K	Sell	13 -2	-13%	-$1.03K	﹤0.01%	537
2024 Q3	$7.6K	Hold	15	–	–	﹤0.01%	526
2024 Q2	$6.74K	Hold	15	–	–	﹤0.01%	524
2024 Q1	$7.15K	Hold	15	–	–	﹤0.01%	495
2023 Q4	$6.77K	Hold	15	–	–	﹤0.01%	516
2023 Q3	$5.15K	Hold	15	–	–	﹤0.01%	498
2023 Q2	$5.25K	Hold	15	–	–	﹤0.01%	535
2023 Q1	$4.89K	Hold	15	–	–	﹤0.01%	500
2022 Q4	$5.04K	Buy	+15	New	+$4.84K	﹤0.01%	481

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