AIFAIM
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American Institute for Advanced Investment Management’s Gartner IT Stock Holding History

American Institute for Advanced Investment 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
Q3 		– Sell
-500
Closed -$202K – 148
2025
Q2 		$202K Hold
500
– – 0.14% 140
2025
Q1 		$210K Hold
500
– – 0.16% 135
2024
Q4 		$242K Hold
500
– – 0.18% 119
2024
Q3 		$253K Hold
500
– – 0.18% 122
2024
Q2 		$225K Hold
500
– – 0.17% 125
2024
Q1 		$238K Hold
500
– – 0.19% 119
2023
Q4 		$226K Buy
+500
New +$200K 0.2% 112

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Institute for Advanced Investment Management's IT Position: Q3 2025 in Review

American Institute for Advanced Investment Management sold out of Gartner (IT) in Q3 2025, closing a stake of 500 shares — an estimated $202K sold.

American Institute for Advanced Investment Management first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $253K in Q3 2024. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • American Institute for Advanced Investment Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 500 Gartner shares in Q3 2025, an estimated $202K.
  • American Institute for Advanced Investment Management first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
  • American Institute for Advanced Investment Management's Gartner position peaked at $253K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2025, filed 3 Nov 2025.