Alliance Wealth Advisors (Utah)’s Gartner IT Stock Holding History

Alliance Wealth Advisors (Utah)’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	-2,325	Closed	-$940K	–	293
2025 Q2	$940K	Sell	2,325 -284	-11%	-$119K	0.23%	104
2025 Q1	$1.09M	Sell	2,609 -320	-11%	-$158K	0.29%	90
2024 Q4	$1.42M	Sell	2,929 -1,471	-33%	-$758K	0.37%	82
2024 Q3	$2.23M	Sell	4,400 -88	-2%	-$42.3K	0.59%	60
2024 Q2	$2.02M	Buy	4,488 +56	+1%	+$24.9K	0.59%	54
2024 Q1	$2.11M	Buy	4,432 +121	+3%	+$55.7K	0.63%	51
2023 Q4	$1.94M	Sell	4,311 -10	-0.2%	-$4K	0.65%	51
2023 Q3	$1.48M	Buy	4,321 +163	+4%	+$56.9K	0.55%	56
2023 Q2	$1.46M	Sell	4,158 -1,052	-20%	-$343K	0.54%	61
2023 Q1	$1.7M	Buy	5,210 +202	+4%	+$66.8K	0.68%	49
2022 Q4	$1.68M	Buy	+5,008	New	+$1.62M	0.76%	45

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

Alliance Wealth Advisors (Utah)'s IT Position: Q3 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Gartner (IT) in Q3 2025, closing a stake of 2,325 shares — an estimated $940K sold.

Alliance Wealth Advisors (Utah) first reported a position in IT in Q4 2022 and held it in 11 quarters. The position peaked at $2.23M in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Alliance Wealth Advisors (Utah) reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 2,325 Gartner shares in Q3 2025, an estimated $940K.
Alliance Wealth Advisors (Utah) first reported a position in Gartner in Q4 2022 and held it in 11 quarters.
Alliance Wealth Advisors (Utah)'s Gartner position peaked at $2.23M in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2025, filed 10 Nov 2025.