Avantax Advisory Services’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
1,612
+618
+62% +$259K ﹤0.01% 1429
2025
Q1
$417K Buy
994
+129
+15% +$63.6K ﹤0.01% 1625
2024
Q4
$419K Sell
865
-800
-48% -$412K ﹤0.01% 1566
2024
Q3
$844K Buy
1,665
+471
+39% +$226K 0.01% 1116
2024
Q2
$536K Buy
+1,194
New +$531K ﹤0.01% 1322

Other funds holding IT

Avantax Advisory Services's IT Position: Q2 2025 in Review

Avantax Advisory Services increased its Gartner (IT) stake by 62% in Q2 2025, buying an estimated $259K and bringing the position to 1,612 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Avantax Advisory Services first reported a position in IT in Q2 2024 and has held it in 5 quarters since. The position peaked at $844K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Avantax Advisory Services held 1,612 shares of Gartner worth $651K as of Q2 2025.
  • Avantax Advisory Services bought 618 Gartner shares in Q2 2025, an estimated $259K.
  • Gartner made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1429 holding.
  • Avantax Advisory Services first reported a position in Gartner in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Gartner position peaked at $844K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.