Rehmann Capital Advisory Group’s Gartner IT Stock Holding History

Rehmann Capital Advisory Group’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 Q3	–	Sell	-585	Closed	-$236K	–	658
2025 Q2	$236K	Sell	585 -48	-8%	-$20.1K	0.01%	536
2025 Q1	$266K	Buy	633 +13	+2%	+$6.41K	0.02%	511
2024 Q4	$300K	Buy	620 +3	+0.5%	+$1.55K	0.02%	470
2024 Q3	$314K	Sell	617 -32	-5%	-$15.4K	0.02%	453
2024 Q2	$291K	Sell	649 -8	-1%	-$3.56K	0.02%	452
2024 Q1	$313K	Hold	657	–	–	0.02%	441
2023 Q4	$296K	Hold	657	–	–	0.02%	436
2023 Q3	$226K	Sell	657 -7	-1%	-$2.44K	0.02%	469
2023 Q2	$233K	Buy	664 +18	+3%	+$5.86K	0.02%	486
2023 Q1	$210K	Buy	646 +19	+3%	+$6.28K	0.02%	505
2022 Q4	$211K	Buy	+627	New	+$202K	0.02%	506
2022 Q1	–	Sell	-645	Closed	-$216K	–	557
2021 Q4	$216K	Sell	645 -10	-2%	-$3.21K	0.02%	510
2021 Q3	$200K	Buy	+655	New	+$190K	0.02%	531
2019 Q3	$141K	Buy	985 +19	+2%	+$2.76K	0.02%	380
2019 Q2	$155K	Buy	966 +1	+0.1%	+$156	0.02%	488
2019 Q1	$146K	Sell	965 -69	-7%	-$9.58K	0.02%	484
2018 Q4	$132K	Sell	1,034 -4	-0.4%	-$577	0.02%	332
2018 Q3	$165K	Sell	1,038 -2	-0.2%	-$290	0.02%	451
2018 Q2	$138K	Buy	1,040 +573	+123%	+$73.3K	0.02%	473
2018 Q1	$55K	Buy	+467	New	+$58.3K	0.01%	731

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return