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Sunbelt Securities’s Gartner IT Stock Holding History

Sunbelt Securities’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 		$31.2K Hold
197
– – ﹤0.01% 1161
2025
Q4 		$49.7K Sell
197
-100
-34% -$24.1K ﹤0.01% 997
2025
Q3 		$78.1K Buy
297
+14
+5% +$4.08K 0.01% 894
2025
Q2 		$137K Sell
283
-20
-7% -$8.37K 0.01% 682
2025
Q1 		$127K Buy
303
+20
+7% +$9.86K 0.01% 676
2024
Q4 		$137K Sell
283
-20
-7% -$10.3K 0.01% 684
2024
Q3 		$154K Hold
303
– – 0.02% 668
2024
Q2 		$136K Hold
303
– – 0.01% 660
2024
Q1 		$144K Sell
303
-327
-52% -$151K 0.02% 629
2023
Q4 		$284K Sell
630
-14
-2% -$5.59K 0.04% 417
2023
Q3 		$221K Sell
644
-36
-5% -$12.6K 0.03% 458
2023
Q2 		$238K Buy
680
+40
+6% +$13K 0.03% 430
2023
Q1 		$205K Buy
+640
New +$212K 0.03% 430

Other funds holding IT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
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