TD Waterhouse Canada’s Gartner IT Stock Holding History

TD Waterhouse Canada’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	$1.55K	Sell	10 -282	-97%	-$51.9K	﹤0.01%	2064
2025 Q4	$73.7K	Sell	292 -75	-20%	-$18.1K	﹤0.01%	1108
2025 Q3	$92.1K	Sell	367 -225	-38%	-$65.6K	﹤0.01%	1048
2025 Q2	$241K	Buy	592 +21	+4%	+$8.79K	﹤0.01%	789
2025 Q1	$236K	Sell	571 -187	-25%	-$92.2K	﹤0.01%	760
2024 Q4	$367K	Buy	758 +23	+3%	+$11.9K	﹤0.01%	674
2024 Q3	$368K	Sell	735 -143	-16%	-$68.7K	﹤0.01%	659
2024 Q2	$388K	Sell	878 -424	-33%	-$189K	﹤0.01%	633
2024 Q1	$657K	Sell	1,302 -33,579	-96%	-$15.5M	﹤0.01%	567
2023 Q4	$15M	Buy	34,881 +262	+0.8%	+$105K	0.14%	124
2023 Q3	$12.1M	Sell	34,619 -1,298	-4%	-$453K	0.13%	124
2023 Q2	$12.6M	Sell	35,917 -305	-0.8%	-$99.3K	0.13%	124
2023 Q1	$11.9M	Sell	36,222 -797	-2%	-$263K	0.12%	122
2022 Q4	$12.7M	Buy	37,019 +4,392	+13%	+$1.42M	0.14%	108
2022 Q3	$9.36M	Sell	32,627 -368	-1%	-$103K	0.11%	131
2022 Q2	$8.11M	Buy	32,995 +1,327	+4%	+$353K	0.09%	149
2022 Q1	$9.54M	Buy	31,668 +3,021	+11%	+$875K	0.09%	140
2021 Q4	$9.33M	Buy	+28,647	New	+$9.21M	0.09%	150

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