Summit Securities Group’s Gartner IT Stock Holding History

Summit Securities Group’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	$1.9K	Sell	12 -95	-89%	-$17.5K	﹤0.01%	946
2025 Q4	$27K	Sell	107 -327	-75%	-$78.7K	﹤0.01%	744
2025 Q3	$114K	Buy	434 +382	+735%	+$111K	0.04%	363
2025 Q2	$21K	Buy	+52	New	+$21.8K	0.01%	716
2023 Q3	–	Sell	-103	Closed	-$36K	–	812
2023 Q2	$36K	Sell	103 -52	-34%	-$16.9K	0.02%	485
2023 Q1	$50K	Buy	155 +75	+94%	+$24.8K	0.01%	427
2022 Q4	$27K	Buy	80 +12	+18%	+$3.87K	0.01%	843
2022 Q3	$19K	Sell	68 -101	-60%	-$28.3K	﹤0.01%	729
2022 Q2	$41K	Buy	169 +136	+412%	+$36.2K	0.01%	603
2022 Q1	$10K	Buy	+33	New	+$9.55K	﹤0.01%	839
2020 Q1	–	Hold	0	–	–	–	409
2019 Q4	–	Hold	0	–	–	–	504

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