Renaissance Group’s Gartner IT Stock Holding History

Renaissance 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
2026 Q1	–	Sell	-94,519	Closed	-$23.8M	–	249
2025 Q4	$23.8M	Buy	94,519 +2,917	+3%	+$702K	0.96%	50
2025 Q3	$24.1M	Buy	91,602 +19,406	+27%	+$5.66M	0.91%	54
2025 Q2	$29.2M	Buy	72,196 +5,184	+8%	+$2.17M	1.14%	52
2025 Q1	$28.1M	Sell	67,012 -1,041	-2%	-$513K	1.24%	40
2024 Q4	$33M	Sell	68,053 -1,469	-2%	-$757K	1.37%	36
2024 Q3	$35.2M	Sell	69,522 -1,550	-2%	-$745K	1.45%	24
2024 Q2	$31.9M	Sell	71,072 -414	-0.6%	-$184K	1.25%	39
2024 Q1	$34.1M	Sell	71,486 -1,113	-2%	-$512K	1.29%	37
2023 Q4	$32.8M	Buy	+72,599	New	+$29M	1.36%	28

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