Sowell Financial Services’s Gartner IT Stock Holding History

Sowell Financial Services’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	-1,883	Closed	-$475K	–	1153
2025 Q4	$475K	Buy	1,883 +30	+2%	+$7.22K	0.02%	663
2025 Q3	$487K	Sell	1,853 -38	-2%	-$11.1K	0.02%	639
2025 Q2	$764K	Buy	1,891 +48	+3%	+$20.1K	0.03%	494
2025 Q1	$774K	Buy	+1,843	New	+$908K	0.04%	463
2021 Q2	–	Sell	-1,957	Closed	-$453K	–	1610
2021 Q1	$453K	Sell	1,957 -124	-6%	-$21.6K	0.02%	685
2020 Q4	$333K	Buy	2,081 +293	+16%	+$42.2K	0.01%	654
2020 Q3	$223K	Sell	1,788 -6	-0.3%	-$763	0.01%	695
2020 Q2	$218K	Buy	1,794 +638	+55%	+$73.7K	0.01%	689
2020 Q1	$115K	Buy	1,156 +181	+19%	+$24.8K	0.01%	799
2019 Q4	$150K	Sell	975 -21	-2%	-$3.21K	0.01%	798
2019 Q3	$142K	Buy	+996	New	+$145K	0.01%	735

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