BRWA
IT icon

B. Riley Wealth Advisors’s Gartner IT Stock Holding History

B. Riley 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
Q2 		– Sell
-497
Closed -$209K – 1218
2025
Q1 		$209K Buy
+497
New +$245K 0.01% 1127
2024
Q4 		– Sell
-428
Closed -$217K – 1218
2024
Q3 		$217K Sell
428
-71
-14% -$34.1K 0.01% 1099
2024
Q2 		$224K Sell
499
-94
-16% -$41.8K 0.01% 1172
2024
Q1 		$204K Buy
593
+102
+21% +$46.9K 0.01% 1268
2023
Q4 		$221K Sell
491
-102
-17% -$40.7K 0.01% 1206
2023
Q3 		$204K Sell
593
-25
-4% -$8.72K 0.01% 1268
2023
Q2 		$216K Sell
618
-463
-43% -$151K ﹤0.01% 1308
2023
Q1 		$352K Buy
1,081
+109
+11% +$36K 0.01% 980
2022
Q4 		$327K Buy
+972
New +$314K 0.01% 999
2022
Q2 		– Sell
-706
Closed -$212K – 1303
2022
Q1 		$212K Buy
+706
New +$204K 0.01% 1187
2015
Q1 		– Sell
-477
Closed -$40K – 1265
2014
Q4 		$40K Buy
+477
New +$38.8K ﹤0.01% 2200
2014
Q3 		– Sell
-82
Closed -$5.78K – 1263
2014
Q2 		$5.78K Buy
+82
New +$5.71K ﹤0.01% 1989

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

B. Riley Wealth Advisors's IT Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Gartner (IT) in Q2 2025, closing a stake of 497 shares — an estimated $209K sold.

B. Riley Wealth Advisors first reported a position in IT in Q2 2014 and held it in 12 quarters. The position peaked at $352K in Q1 2023. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 497 Gartner shares in Q2 2025, an estimated $209K.
  • B. Riley Wealth Advisors first reported a position in Gartner in Q2 2014 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Gartner position peaked at $352K in Q1 2023.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.