Thrive Wealth Management’s Gartner IT Stock Holding History

Thrive Wealth Management’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	–	Sell	-1,033	Closed	-$261K	–	246
2025 Q4	$261K	Sell	1,033 -235	-19%	-$56.6K	0.04%	199
2025 Q3	$333K	Sell	1,268 -298	-19%	-$86.9K	0.05%	171
2025 Q2	$633K	Sell	1,566 -81	-5%	-$33.9K	0.1%	105
2025 Q1	$691K	Sell	1,647 -164	-9%	-$80.8K	0.13%	92
2024 Q4	$877K	Sell	1,811 -65	-3%	-$33.5K	0.16%	79
2024 Q3	$951K	Sell	1,876 -22	-1%	-$10.6K	0.17%	74
2024 Q2	$852K	Sell	1,898 -20	-1%	-$8.9K	0.17%	75
2024 Q1	$914K	Sell	1,918 -72	-4%	-$33.1K	0.19%	67
2023 Q4	$898K	Buy	1,990 +16	+0.8%	+$6.39K	0.2%	65
2023 Q3	$678K	Sell	1,974 -61	-3%	-$21.3K	0.18%	77
2023 Q2	$713K	Sell	2,035 -90	-4%	-$29.3K	0.18%	78
2023 Q1	$692K	Buy	2,125 +188	+10%	+$62.1K	0.18%	74
2022 Q4	$651K	Buy	1,937 +114	+6%	+$36.8K	0.19%	72
2022 Q3	$504K	Buy	1,823 +433	+31%	+$121K	0.18%	79
2022 Q2	$336K	Buy	1,390 +105	+8%	+$27.9K	0.12%	108
2022 Q1	$382K	Buy	1,285 +117	+10%	+$33.9K	0.11%	105
2021 Q4	$390K	Buy	+1,168	New	+$376K	0.13%	100

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