BWM
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Baron Wealth Management’s Gartner IT Stock Holding History

Baron 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
-652
Closed -$264K – 259
2025
Q2 		$264K Buy
652
+91
+16% +$38.1K 0.09% 161
2025
Q1 		$235K Buy
561
+90
+19% +$44.4K 0.1% 164
2024
Q4 		$228K Sell
471
-10
-2% -$5.16K 0.11% 159
2024
Q3 		$244K Buy
481
+19
+4% +$9.13K 0.12% 157
2024
Q2 		$207K Buy
462
+1
+0.2% +$445 0.11% 163
2024
Q1 		$220K Sell
461
-20
-4% -$9.21K 0.12% 164
2023
Q4 		$217K Sell
481
-106
-18% -$42.3K 0.12% 156
2023
Q3 		$202K Hold
587
– – 0.13% 132
2023
Q2 		$206K Sell
587
-43
-7% -$14K 0.13% 135
2023
Q1 		$205K Hold
630
– – 0.15% 128
2022
Q4 		$212K Buy
+630
New +$203K 0.16% 121

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

Baron Wealth Management's IT Position: Q3 2025 in Review

Baron Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 652 shares — an estimated $264K sold.

Baron Wealth Management first reported a position in IT in Q4 2022 and held it in 11 quarters. The position peaked at $264K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Baron Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Baron Wealth Management sold 652 Gartner shares in Q3 2025, an estimated $264K.
  • Baron Wealth Management first reported a position in Gartner in Q4 2022 and held it in 11 quarters.
  • Baron Wealth Management's Gartner position peaked at $264K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.