Accredited Wealth Management’s Gartner IT Stock Holding History

Accredited 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
2025 Q2	–	Sell	-17	Closed	-$7.14K	–	392
2025 Q1	$7.14K	Buy	+17	New	+$8.38K	0.01%	270

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Accredited Wealth Management's IT Position: Q2 2025 in Review

Accredited Wealth Management sold out of Gartner (IT) in Q2 2025, closing a stake of 17 shares — an estimated $7.14K sold.

Accredited Wealth Management first reported a position in IT in Q1 2025 and held it in 1 quarter. The position peaked at $7.14K in Q1 2025. 898 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Accredited Wealth Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Accredited Wealth Management sold 17 Gartner shares in Q2 2025, an estimated $7.14K.
Accredited Wealth Management first reported a position in Gartner in Q1 2025 and held it in 1 quarter.
Accredited Wealth Management's Gartner position peaked at $7.14K in Q1 2025.
898 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.