Stratos Wealth Advisors’s Gartner IT Stock Holding History

Stratos Wealth 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	–	Sell	-990	Closed	-$250K	–	643
2025 Q4	$250K	Buy	990 +26	+3%	+$6.26K	0.01%	573
2025 Q3	$253K	Hold	964	–	–	0.01%	596
2025 Q2	$390K	Sell	964 -7	-0.7%	-$2.93K	0.02%	494
2025 Q1	$408K	Sell	971 -41	-4%	-$20.2K	0.02%	486
2024 Q4	$490K	Sell	1,012 -1	-0.1%	-$516	0.02%	482
2024 Q3	$513K	Sell	1,013 -23	-2%	-$11.1K	0.02%	494
2024 Q2	$465K	Sell	1,036 -474	-31%	-$211K	0.02%	487
2024 Q1	$720K	Sell	1,510 -21	-1%	-$9.66K	0.04%	390
2023 Q4	$691K	Sell	1,531 -57	-4%	-$22.8K	0.04%	400
2023 Q3	$546K	Buy	1,588 +60	+4%	+$20.9K	0.04%	416
2023 Q2	$535K	Sell	1,528 -15	-1%	-$4.88K	0.04%	422
2023 Q1	$503K	Sell	1,543 -33	-2%	-$10.9K	0.04%	416
2022 Q4	$530K	Sell	1,576 -125	-7%	-$40.3K	0.04%	388
2022 Q3	$471K	Sell	1,701 -429	-20%	-$120K	0.05%	362
2022 Q2	$515K	Sell	2,130 -365	-15%	-$97.1K	0.05%	358
2022 Q1	$742K	Sell	2,495 -809	-24%	-$234K	0.06%	321
2021 Q4	$1.1M	Sell	3,304 -31	-0.9%	-$9.97K	0.08%	265
2021 Q3	$1.01M	Sell	3,335 -619	-16%	-$179K	0.09%	251
2021 Q2	$958K	Buy	+3,954	New	+$865K	0.08%	245

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