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Arete Wealth Advisors’s Gartner IT Stock Holding History

Arete Wealth Advisors’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
-5,183
Closed -$1.36M – 548
2025
Q3 		$1.36M Hold
5,183
– – 0.09% 221
2025
Q2 		$2.1M Sell
5,183
-6
-0.1% -$2.51K 0.15% 134
2025
Q1 		$2.18M Buy
5,189
+2
+0% +$986 0.17% 128
2024
Q4 		$2.52M Sell
5,187
-100
-2% -$51.6K 0.18% 117
2024
Q3 		$2.67M Buy
5,287
+12
+0.2% +$5.77K 0.23% 96
2024
Q2 		$2.36M Buy
+5,275
New +$2.35M 0.19% 109
2024
Q1 		– Sell
-5,296
Closed -$2.39M – 540
2023
Q4 		$2.39M Sell
5,296
-9
-0.2% -$3.6K 0.18% 119
2023
Q3 		$1.82M Sell
5,305
-3
-0.1% -$1.05K 0.32% 70
2023
Q2 		$1.86M Sell
5,308
-81
-2% -$26.4K 0.16% 135
2023
Q1 		$1.76M Hold
5,389
– – 0.14% 136
2022
Q4 		$1.81M Buy
5,389
+4
+0.1% +$1.29K 0.16% 120
2022
Q3 		$1.49M Sell
5,385
-145
-3% -$40.7K 0.15% 128
2022
Q2 		$1.34M Sell
5,530
-372
-6% -$99K 0.14% 121
2022
Q1 		$1.76M Sell
5,902
-176
-3% -$51K 0.15% 129
2021
Q4 		$2.03M Sell
6,078
-93
-2% -$29.9K 0.17% 113
2021
Q3 		$1.88M Buy
+6,171
New +$1.79M 0.21% 105
2021
Q2 		– Sell
-6,364
Closed -$1.16M – 404
2021
Q1 		$1.16M Hold
6,364
– – 0.15% 146
2020
Q4 		$1.01M Sell
6,364
-100
-2% -$14.4K 0.14% 150
2020
Q3 		$810K Sell
6,464
-175
-3% -$22.3K 0.12% 173
2020
Q2 		$806K Buy
+6,639
New +$767K 0.14% 169

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

Arete Wealth Advisors's IT Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Gartner (IT) in Q4 2025, closing a stake of 5,183 shares — an estimated $1.36M sold.

Arete Wealth Advisors first reported a position in IT in Q2 2020 and held it in 20 quarters. The position peaked at $2.67M in Q3 2024. 815 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 5,183 Gartner shares in Q4 2025, an estimated $1.36M.
  • Arete Wealth Advisors first reported a position in Gartner in Q2 2020 and held it in 20 quarters.
  • Arete Wealth Advisors's Gartner position peaked at $2.67M in Q3 2024.
  • 815 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.