Riverwater Partners’s Gartner IT Stock Holding History

Riverwater Partners’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 Q4	–	Sell	-910	Closed	-$239K	–	220
2025 Q3	$239K	Buy	910 +228	+33%	+$66.5K	0.1%	201
2025 Q2	$276K	Buy	682 +9	+1%	+$3.77K	0.13%	175
2025 Q1	$282K	Sell	673 -102	-13%	-$50.3K	0.15%	165
2024 Q4	$375K	Buy	775 +1	+0.1%	+$516	0.18%	133
2024 Q3	$393K	Hold	774	–	–	0.19%	130
2024 Q2	$348K	Hold	774	–	–	0.26%	121
2024 Q1	$369K	Sell	774 -45	-5%	-$20.7K	0.27%	115
2023 Q4	$369K	Hold	819	–	–	0.29%	109
2023 Q3	$281K	Sell	819 -114	-12%	-$39.8K	0.26%	140
2023 Q2	$327K	Hold	933	–	–	0.29%	113
2023 Q1	$304K	Hold	933	–	–	0.28%	114
2022 Q4	$314K	Hold	933	–	–	0.27%	122
2022 Q3	$258K	Buy	933 +8	+0.9%	+$2.24K	0.26%	133
2022 Q2	$224K	Buy	+925	New	+$246K	0.23%	165
2022 Q1	–	Sell	-925	Closed	-$309K	–	154
2021 Q4	$309K	Buy	+925	New	+$297K	0.27%	144

Other funds holding IT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

Capital International Investors

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

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return