Advisors Preferred’s Gartner IT Stock Holding History

Advisors Preferred’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	-1,620	Closed	-$670K	–	246
2025 Q1	$670K	Buy	+1,620	New	+$798K	0.09%	143
2016 Q3	–	Sell	-799	Closed	-$78K	–	220
2016 Q2	$78K	Buy	+799	New	+$75.9K	0.05%	75
2015 Q1	–	Sell	-1,060	Closed	-$89.3K	–	306
2014 Q4	$89.3K	Buy	+1,060	New	+$86.1K	0.04%	182

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

Advisors Preferred's IT Position: Q2 2025 in Review

Advisors Preferred sold out of Gartner (IT) in Q2 2025, closing a stake of 1,620 shares — an estimated $670K sold.

Advisors Preferred first reported a position in IT in Q4 2014 and held it in 3 quarters. The position peaked at $670K in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Advisors Preferred reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Advisors Preferred sold 1,620 Gartner shares in Q2 2025, an estimated $670K.
Advisors Preferred first reported a position in Gartner in Q4 2014 and held it in 3 quarters.
Advisors Preferred's Gartner position peaked at $670K in Q1 2025.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.