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Barnes Dennig Private Wealth Management’s Gartner IT Stock Holding History

Barnes Dennig Private 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
Q4 		– Sell
-33
Closed -$8.68K – 331
2025
Q3 		$8.68K Buy
+33
New +$9.63K 0.01% 236

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barnes Dennig Private Wealth Management's IT Position: Q4 2025 in Review

Barnes Dennig Private Wealth Management sold out of Gartner (IT) in Q4 2025, closing a stake of 33 shares — an estimated $8.68K sold.

Barnes Dennig Private Wealth Management first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $8.68K in Q3 2025. 814 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Barnes Dennig Private Wealth Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 33 Gartner shares in Q4 2025, an estimated $8.68K.
  • Barnes Dennig Private Wealth Management first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
  • Barnes Dennig Private Wealth Management's Gartner position peaked at $8.68K in Q3 2025.
  • 814 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.