AWM
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Axxcess Wealth Management’s Gartner IT Stock Holding History

Axxcess Wealth 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
Q2 		– Sell
-590
Closed -$248K – 907
2025
Q1 		$248K Hold
590
– – 0.01% 747
2024
Q4 		$286K Sell
590
-34
-5% -$17.5K 0.01% 684
2024
Q3 		$316K Sell
624
-31
-5% -$14.9K 0.01% 676
2024
Q2 		$294K Sell
655
-15
-2% -$6.67K 0.01% 656
2024
Q1 		$319K Sell
670
-444
-40% -$204K 0.01% 649
2023
Q4 		$503K Sell
1,114
-408
-27% -$163K 0.01% 511
2023
Q3 		$523K Buy
+1,522
New +$531K 0.02% 459
2023
Q1 		– Sell
-2,760
Closed -$928K – 665
2022
Q4 		$928K Buy
+2,760
New +$891K 0.08% 236

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Axxcess Wealth Management's IT Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Gartner (IT) in Q2 2025, closing a stake of 590 shares — an estimated $248K sold.

Axxcess Wealth Management first reported a position in IT in Q4 2022 and held it in 8 quarters. The position peaked at $928K in Q4 2022. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 590 Gartner shares in Q2 2025, an estimated $248K.
  • Axxcess Wealth Management first reported a position in Gartner in Q4 2022 and held it in 8 quarters.
  • Axxcess Wealth Management's Gartner position peaked at $928K in Q4 2022.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.