AAM
IT icon

Advisors Asset Management’s Gartner IT Stock Holding History

Advisors Asset 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
Q4 		– Sell
-858
Closed -$226K – 1475
2025
Q3 		$226K Sell
858
-19
-2% -$5.54K ﹤0.01% 1101
2025
Q2 		$355K Sell
877
-672
-43% -$281K 0.01% 1016
2025
Q1 		$650K Sell
1,549
-5
-0.3% -$2.46K 0.01% 872
2024
Q4 		$753K Sell
1,554
-677
-30% -$349K 0.01% 819
2024
Q3 		$1.13M Sell
2,231
-2
-0.1% -$961 0.02% 704
2024
Q2 		$1M Buy
2,233
+182
+9% +$81K 0.02% 728
2024
Q1 		$978K Sell
2,051
-1,383
-40% -$637K 0.02% 744
2023
Q4 		$1.55M Buy
3,434
+510
+17% +$204K 0.03% 603
2023
Q3 		$1M Buy
2,924
+129
+5% +$45K 0.02% 720
2023
Q2 		$979K Buy
2,795
+528
+23% +$172K 0.02% 744
2023
Q1 		$739K Buy
2,267
+875
+63% +$289K 0.01% 847
2022
Q4 		$468K Buy
+1,392
New +$449K 0.01% 951
2021
Q2 		– Sell
-221
Closed -$40.3K – 1453
2021
Q1 		$40.3K Sell
221
-81
-27% -$14.1K ﹤0.01% 1423
2020
Q4 		$48K Sell
302
-109
-27% -$15.7K ﹤0.01% 1438
2020
Q3 		$51.4K Sell
411
-74
-15% -$9.41K ﹤0.01% 1396
2020
Q2 		$58.8K Buy
485
+69
+17% +$7.97K ﹤0.01% 1377
2020
Q1 		$41.4K Buy
416
+65
+19% +$8.9K ﹤0.01% 1334
2019
Q4 		$54.1K Buy
351
+114
+48% +$17.4K ﹤0.01% 1392
2019
Q3 		$33.9K Buy
237
+65
+38% +$9.45K ﹤0.01% 1438
2019
Q2 		$27.7K Sell
172
-325
-65% -$50.8K ﹤0.01% 1440
2019
Q1 		$75.4K Sell
497
-671
-57% -$93.1K ﹤0.01% 1362
2018
Q4 		$149K Sell
1,168
-26
-2% -$3.75K ﹤0.01% 1267
2018
Q3 		$189K Sell
1,194
-61
-5% -$8.84K ﹤0.01% 1248
2018
Q2 		$167K Sell
1,255
-102
-8% -$13.1K ﹤0.01% 1286
2018
Q1 		$154K Sell
1,357
-15
-1% -$1.87K ﹤0.01% 1275
2017
Q4 		$169K Sell
1,372
-96
-7% -$11.7K ﹤0.01% 1279
2017
Q3 		$183K Buy
1,468
+505
+52% +$62.4K ﹤0.01% 1252
2017
Q2 		$119K Sell
963
-578
-38% -$67.1K ﹤0.01% 1353
2017
Q1 		$166K Sell
1,541
-5,486
-78% -$565K ﹤0.01% 1324
2016
Q4 		$710K Sell
7,027
-2,170
-24% -$210K 0.01% 990
2016
Q3 		$813K Sell
9,197
-4,112
-31% -$386K 0.01% 936
2016
Q2 		$1.3M Sell
13,309
-1,695
-11% -$161K 0.02% 794
2016
Q1 		$1.34M Sell
15,004
-4,502
-23% -$381K 0.02% 777
2015
Q4 		$1.77M Sell
19,506
-1,955
-9% -$173K 0.03% 695
2015
Q3 		$1.8M Sell
21,461
-2,787
-11% -$243K 0.03% 669
2015
Q2 		$2.08M Buy
24,248
+1,480
+7% +$127K 0.03% 652
2015
Q1 		$1.91M Sell
22,768
-12,810
-36% -$1.06M 0.03% 680
2014
Q4 		$3M Sell
35,578
-4,497
-11% -$365K 0.04% 507
2014
Q3 		$2.94M Buy
40,075
+275
+0.7% +$20K 0.04% 475
2014
Q2 		$2.81M Buy
39,800
+1,040
+3% +$72.5K 0.04% 492
2014
Q1 		$2.69M Buy
38,760
+11,639
+43% +$805K 0.04% 474
2013
Q4 		$1.93M Buy
27,121
+16,482
+155% +$1.04M 0.03% 517
2013
Q3 		$638K Buy
10,639
+775
+8% +$45.6K 0.01% 817
2013
Q2 		$562K Buy
+9,864
New +$560K 0.01% 813

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisors Asset Management's IT Position: Q4 2025 in Review

Advisors Asset Management sold out of Gartner (IT) in Q4 2025, closing a stake of 858 shares — an estimated $226K sold.

Advisors Asset Management first reported a position in IT in Q2 2013 and held it in 44 quarters. The position peaked at $3M in Q4 2014. 815 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Advisors Asset Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Advisors Asset Management sold 858 Gartner shares in Q4 2025, an estimated $226K.
  • Advisors Asset Management first reported a position in Gartner in Q2 2013 and held it in 44 quarters.
  • Advisors Asset Management's Gartner position peaked at $3M in Q4 2014.
  • 815 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Advisors Asset Management's 13F filing for Q4 2025, filed 12 Feb 2026.