AFG
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Albion Financial Group’s Gartner IT Stock Holding History

Albion Financial Group’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
Q1 		– Sell
-8
Closed -$3.88K – 649
2024
Q4 		$3.88K Hold
8
– – ﹤0.01% 492
2024
Q3 		$4.05K Hold
8
– – ﹤0.01% 382
2024
Q2 		$3.59K Hold
8
– – ﹤0.01% 389
2024
Q1 		$3.81K Buy
+8
New +$3.68K ﹤0.01% 373

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Albion Financial Group's IT Position: Q1 2025 in Review

Albion Financial Group sold out of Gartner (IT) in Q1 2025, closing a stake of 8 shares — an estimated $3.88K sold.

Albion Financial Group first reported a position in IT in Q1 2024 and held it in 4 quarters. The position peaked at $4.05K in Q3 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Albion Financial Group reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 8 Gartner shares in Q1 2025, an estimated $3.88K.
  • Albion Financial Group first reported a position in Gartner in Q1 2024 and held it in 4 quarters.
  • Albion Financial Group's Gartner position peaked at $4.05K in Q3 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.