Snowden Capital Advisors’s Gartner IT Stock Holding History

Snowden Capital Advisors’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	$396K	Buy	2,498 +680	+37%	+$125K	0.01%	899
2025 Q4	$459K	Sell	1,818 -215	-11%	-$51.7K	0.01%	846
2025 Q3	$534K	Sell	2,033 -452	-18%	-$132K	0.01%	743
2025 Q2	$1M	Buy	2,485 +992	+66%	+$415K	0.03%	518
2025 Q1	$627K	Sell	1,493 -80	-5%	-$39.4K	0.02%	645
2024 Q4	$762K	Sell	1,573 -395	-20%	-$204K	0.02%	602
2024 Q3	$997K	Sell	1,968 -288	-13%	-$138K	0.03%	520
2024 Q2	$1.01M	Sell	2,256 -16	-0.7%	-$7.12K	0.03%	504
2024 Q1	$1.08M	Buy	2,272 +62	+3%	+$28.5K	0.03%	482
2023 Q4	$997K	Sell	2,210 -77	-3%	-$30.8K	0.04%	443
2023 Q3	$786K	Buy	2,287 +120	+6%	+$41.9K	0.03%	471
2023 Q2	$759K	Sell	2,167 -1,663	-43%	-$542K	0.03%	543
2023 Q1	$1.25M	Sell	3,830 -132	-3%	-$43.6K	0.05%	407
2022 Q4	$1.33M	Buy	3,962 +155	+4%	+$50K	0.06%	374
2022 Q3	$1.05M	Sell	3,807 -74	-2%	-$20.7K	0.05%	413
2022 Q2	$938K	Sell	3,881 -9,264	-70%	-$2.46M	0.04%	434
2022 Q1	$3.91M	Buy	13,145 +2,070	+19%	+$599K	0.16%	176
2021 Q4	$3.7M	Buy	11,075 +8,961	+424%	+$2.88M	0.19%	164
2021 Q3	$642K	Buy	2,114 +1,067	+102%	+$309K	0.03%	469
2021 Q2	$254K	Buy	+1,047	New	+$229K	0.01%	767

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