Syntegra Private Wealth Group’s Gartner IT Stock Holding History

Syntegra Private Wealth 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	$270K	Sell	1,708 -170	-9%	-$31.3K	0.03%	157
2025 Q4	$474K	Sell	1,878 -95	-5%	-$22.9K	0.04%	112
2025 Q3	$519K	Sell	1,973 -288	-13%	-$84K	0.05%	99
2025 Q2	$914K	Buy	2,261 +5	+0.2%	+$2.09K	0.09%	67
2025 Q1	$947K	Sell	2,256 -8	-0.4%	-$3.94K	0.11%	54
2024 Q4	$1.1M	Hold	2,264	–	–	0.12%	50
2024 Q3	$1.15M	Buy	2,264 +5	+0.2%	+$2.4K	0.13%	49
2024 Q2	$1.01M	Buy	2,259 +296	+15%	+$132K	0.13%	51
2024 Q1	$936K	Hold	1,963	–	–	0.12%	51
2023 Q4	$886K	Buy	1,963 +10	+0.5%	+$4K	0.13%	46
2023 Q3	$671K	Hold	1,953	–	–	0.11%	55
2023 Q2	$684K	Hold	1,953	–	–	0.1%	56
2023 Q1	$636K	Hold	1,953	–	–	0.11%	52
2022 Q4	$656K	Buy	+1,953	New	+$630K	0.13%	46

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