Prana Capital Management’s Gartner IT Stock Holding History

Prana Capital 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	–	Sell	-33,235	Closed	-$8.38M	–	151
2025 Q4	$8.38M	Buy	+33,235	New	+$8M	0.3%	57
2025 Q3	–	Sell	-41,141	Closed	-$16.6M	–	124
2025 Q2	$16.6M	Buy	41,141 +35,383	+615%	+$14.8M	0.6%	46
2025 Q1	$2.42M	Sell	5,758 -32,625	-85%	-$16.1M	0.1%	79
2024 Q4	$18.6M	Buy	+38,383	New	+$19.8M	0.89%	36
2024 Q3	–	Sell	-40,400	Closed	-$18.1M	–	101
2024 Q2	$18.1M	Buy	+40,400	New	+$18M	0.86%	36
2023 Q3	–	Sell	-70,702	Closed	-$24.8M	–	100
2023 Q2	$24.8M	Buy	70,702 +49,666	+236%	+$16.2M	1.65%	23
2023 Q1	$6.85M	Buy	+21,036	New	+$6.95M	0.58%	45
2022 Q4	–	Sell	-48,567	Closed	-$13.4M	–	106
2022 Q3	$13.4M	Buy	48,567 +7,248	+18%	+$2.03M	0.92%	36
2022 Q2	$9.99M	Buy	+41,319	New	+$11M	0.76%	44
2021 Q3	–	Sell	-50,331	Closed	-$12.2M	–	80
2021 Q2	$12.2M	Buy	50,331 +17,413	+53%	+$3.81M	0.83%	38
2021 Q1	$6.01M	Buy	32,918 +4,851	+17%	+$843K	0.49%	52
2020 Q4	$4.5M	Buy	+28,067	New	+$4.04M	0.59%	36
2020 Q2	–	Sell	-9,957	Closed	-$991K	–	59
2020 Q1	$991K	Buy	+9,957	New	+$1.36M	0.29%	44

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