Savant Capital’s Gartner IT Stock Holding History

Savant Capital’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	-1,469	Closed	-$371K	–	1542
2025 Q4	$371K	Buy	+1,469	New	+$354K	﹤0.01%	954
2025 Q3	–	Sell	-1,021	Closed	-$413K	–	1341
2025 Q2	$413K	Buy	1,021 +105	+11%	+$43.9K	﹤0.01%	826
2025 Q1	$385K	Sell	916 -188	-17%	-$92.6K	﹤0.01%	747
2024 Q4	$535K	Buy	1,104 +145	+15%	+$74.8K	﹤0.01%	864
2024 Q3	$486K	Buy	959 +99	+12%	+$47.6K	﹤0.01%	878
2024 Q2	$386K	Sell	860 -6	-0.7%	-$2.67K	﹤0.01%	888
2024 Q1	$413K	Buy	866 +79	+10%	+$36.4K	﹤0.01%	794
2023 Q4	$355K	Sell	787 -163	-17%	-$65.1K	﹤0.01%	652
2023 Q3	$326K	Sell	950 -34	-3%	-$11.9K	﹤0.01%	633
2023 Q2	$345K	Buy	984 +312	+46%	+$102K	0.01%	610
2023 Q1	$219K	Sell	672 -2	-0.3%	-$661	﹤0.01%	664
2022 Q4	$227K	Buy	+674	New	+$218K	0.01%	533
2022 Q3	–	Sell	-913	Closed	-$221K	–	563
2022 Q2	$221K	Sell	913 -97	-10%	-$25.8K	0.01%	509
2022 Q1	$300K	Buy	1,010 +126	+14%	+$36.5K	0.01%	451
2021 Q4	$296K	Buy	+884	New	+$284K	0.01%	455

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