Prelude Capital Management’s Gartner IT Stock Holding History

Prelude 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	-2,030	Closed	-$512K	–	1399
2025 Q4	$512K	Buy	+2,030	New	+$489K	0.04%	520
2025 Q2	–	Sell	-502	Closed	-$211K	–	1171
2025 Q1	$211K	Sell	502 -187	-27%	-$92.2K	0.02%	912
2024 Q4	$334K	Buy	+689	New	+$355K	0.03%	756
2022 Q3	–	Sell	-2,165	Closed	-$524K	–	1771
2022 Q2	$524K	Buy	2,165 +1,329	+159%	+$354K	0.03%	788
2022 Q1	$249K	Buy	+836	New	+$242K	0.01%	1158
2021 Q2	–	Sell	-1,603	Closed	-$293K	–	1869
2021 Q1	$293K	Buy	+1,603	New	+$279K	0.02%	1159
2020 Q4	–	Sell	-653	Closed	-$82K	–	1721
2020 Q3	$82K	Buy	653 +520	+391%	+$66.1K	0.01%	976
2020 Q2	$16K	Buy	+133	New	+$15.4K	﹤0.01%	1441
2015 Q3	–	Sell	-500	Closed	-$43K	–	1639
2015 Q2	$43K	Sell	500 -1,750	-78%	-$150K	0.01%	1203
2015 Q1	$189K	Buy	2,250 +975	+76%	+$80.4K	0.03%	678
2014 Q4	$107K	Buy	1,275 +400	+46%	+$32.5K	0.02%	974
2014 Q3	$64K	Buy	+875	New	+$63.6K	0.01%	1296

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