Adams Wealth Management’s Gartner IT Stock Holding History

Adams 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 Q3	–	Sell	-572	Closed	-$231K	–	187
2025 Q2	$231K	Hold	572	–	–	0.04%	154
2025 Q1	$239K	Buy	+572	New	+$282K	0.05%	119

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

SGA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adams Wealth Management's IT Position: Q3 2025 in Review

Adams Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 572 shares — an estimated $231K sold.

Adams Wealth Management first reported a position in IT in Q1 2025 and held it in 2 quarters. The position peaked at $239K in Q1 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Adams Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Adams Wealth Management sold 572 Gartner shares in Q3 2025, an estimated $231K.
Adams Wealth Management first reported a position in Gartner in Q1 2025 and held it in 2 quarters.
Adams Wealth Management's Gartner position peaked at $239K in Q1 2025.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Adams Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.