SF
IT icon

Summit Financial’s Gartner IT Stock Holding History

Summit Financial’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
-1,058
Closed -$278K – 1308
2025
Q3 		$278K Buy
1,058
+337
+47% +$98.3K ﹤0.01% 1086
2025
Q2 		$291K Sell
721
-1,635
-69% -$684K 0.01% 691
2025
Q1 		$989K Buy
2,356
+1,751
+289% +$863K 0.03% 376
2024
Q4 		$293K Buy
605
+3
+0.5% +$1.55K 0.01% 544
2024
Q3 		$305K Sell
602
-6
-1% -$2.88K 0.01% 461
2024
Q2 		$273K Buy
+608
New +$271K 0.01% 430
2022
Q4 		– Sell
-728
Closed -$201K – 258
2022
Q3 		$201K Buy
+728
New +$204K 0.02% 244
2022
Q2 		– Sell
-749
Closed -$223K – 242
2022
Q1 		$223K Buy
+749
New +$217K 0.02% 239

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
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