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Atria Wealth Solutions’s Gartner IT Stock Holding History

Atria Wealth Solutions’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
-1,123
Closed -$471K – 1696
2025
Q1 		$471K Hold
1,123
– – 0.01% 1228
2024
Q4 		$544K Sell
1,123
-2,038
-64% -$1.05M 0.01% 1230
2024
Q3 		$1.6M Buy
3,161
+74
+2% +$35.6K 0.02% 720
2024
Q2 		$1.39M Buy
3,087
+88
+3% +$39.2K 0.02% 763
2024
Q1 		$1.43M Sell
2,999
-544
-15% -$250K 0.02% 753
2023
Q4 		$1.6M Buy
3,543
+854
+32% +$341K 0.02% 680
2023
Q3 		$924K Buy
2,689
+69
+3% +$24.1K 0.01% 851
2023
Q2 		$918K Buy
2,620
+88
+3% +$28.7K 0.01% 873
2023
Q1 		$825K Buy
2,532
+279
+12% +$92.2K 0.01% 875
2022
Q4 		$757K Buy
2,253
+905
+67% +$292K 0.01% 886
2022
Q3 		$373K Buy
1,348
+275
+26% +$77.1K 0.01% 1180
2022
Q2 		$259K Buy
+1,073
New +$285K ﹤0.01% 1293

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Atria Wealth Solutions's IT Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Gartner (IT) in Q2 2025, closing a stake of 1,123 shares — an estimated $471K sold.

Atria Wealth Solutions first reported a position in IT in Q2 2022 and held it in 12 quarters. The position peaked at $1.6M in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,123 Gartner shares in Q2 2025, an estimated $471K.
  • Atria Wealth Solutions first reported a position in Gartner in Q2 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Gartner position peaked at $1.6M in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.