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Baker Tilly Wealth Management’s Gartner IT Stock Holding History

Baker Tilly 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
Q3 		– Sell
-961
Closed -$388K – 277
2025
Q2 		$388K Sell
961
-83
-8% -$34.7K 0.14% 155
2025
Q1 		$438K Sell
1,044
-36
-3% -$17.7K 0.17% 130
2024
Q4 		$523K Sell
1,080
-64
-6% -$33K 0.21% 113
2024
Q3 		$580K Buy
1,144
+45
+4% +$21.6K 0.26% 97
2024
Q2 		$494K Sell
1,099
-2,013
-65% -$896K 0.2% 122
2024
Q1 		$1.48M Sell
3,112
-132
-4% -$60.8K 0.27% 89
2023
Q4 		$1.46M Sell
3,244
-289
-8% -$115K 0.24% 95
2023
Q3 		$1.21M Sell
3,533
-1,697
-32% -$592K 0.2% 106
2023
Q2 		$1.83M Sell
5,230
-1,161
-18% -$378K 0.19% 113
2023
Q1 		$2.08M Sell
6,391
-1,293
-17% -$427K 0.23% 95
2022
Q4 		$2.58M Buy
7,684
+174
+2% +$56.2K 0.32% 75
2022
Q3 		$2.08M Sell
7,510
-130
-2% -$36.4K 0.28% 76
2022
Q2 		$1.85M Sell
7,640
-2,288
-23% -$609K 0.24% 90
2022
Q1 		$2.95M Buy
9,928
+263
+3% +$76.2K 0.33% 68
2021
Q4 		$3.23M Buy
9,665
+1,527
+19% +$491K 0.35% 59
2021
Q3 		$2.47M Buy
8,138
+848
+12% +$246K 0.33% 60
2021
Q2 		$1.77M Sell
7,290
-1,729
-19% -$378K 0.28% 78
2021
Q1 		$1.65M Buy
9,019
+2,714
+43% +$472K 0.34% 71
2020
Q4 		$1.01M Buy
+6,305
New +$908K 0.31% 80

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Tilly Wealth Management's IT Position: Q3 2025 in Review

Baker Tilly Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 961 shares — an estimated $388K sold.

Baker Tilly Wealth Management first reported a position in IT in Q4 2020 and held it in 19 quarters. The position peaked at $3.23M in Q4 2021. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Baker Tilly Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 961 Gartner shares in Q3 2025, an estimated $388K.
  • Baker Tilly Wealth Management first reported a position in Gartner in Q4 2020 and held it in 19 quarters.
  • Baker Tilly Wealth Management's Gartner position peaked at $3.23M in Q4 2021.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.