AO
IT icon

Advisor OS’s Gartner IT Stock Holding History

Advisor OS’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
2024
Q4 		– Sell
-1,754
Closed -$889K – 433
2024
Q3 		$889K Sell
1,754
-110
-6% -$52.9K 0.09% 171
2024
Q2 		$837K Sell
1,864
-371
-17% -$165K 0.09% 181
2024
Q1 		$1.07M Buy
2,235
+167
+8% +$76.9K 0.12% 156
2023
Q4 		$933K Sell
2,068
-470
-19% -$188K 0.12% 151
2023
Q3 		$872K Buy
2,538
+578
+29% +$202K 0.13% 143
2023
Q2 		$687K Buy
1,960
+492
+34% +$160K 0.11% 173
2023
Q1 		$478K Buy
+1,468
New +$485K 0.11% 168

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor OS's IT Position: Q4 2024 in Review

Advisor OS sold out of Gartner (IT) in Q4 2024, closing a stake of 1,754 shares — an estimated $889K sold.

Advisor OS first reported a position in IT in Q1 2023 and held it in 7 quarters. The position peaked at $1.07M in Q1 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • Advisor OS reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • Advisor OS sold 1,754 Gartner shares in Q4 2024, an estimated $889K.
  • Advisor OS first reported a position in Gartner in Q1 2023 and held it in 7 quarters.
  • Advisor OS's Gartner position peaked at $1.07M in Q1 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.