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Beacon Capital Management LLC (Tennessee)’s Gartner IT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-8
Closed -$3.36K – 1129
2025
Q1 		$3.36K Buy
+8
New +$3.94K ﹤0.01% 849
2024
Q4 		– Sell
-35
Closed -$17.7K – 1139
2024
Q3 		$17.7K Buy
35
+29
+483% +$13.9K ﹤0.01% 514
2024
Q2 		$2.69K Hold
6
– – ﹤0.01% 815
2024
Q1 		$2.86K Buy
+6
New +$2.76K ﹤0.01% 812

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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

Beacon Capital Management LLC (Tennessee)'s IT Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Gartner (IT) in Q2 2025, closing a stake of 8 shares — an estimated $3.36K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IT in Q1 2024 and held it in 4 quarters. The position peaked at $17.7K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 8 Gartner shares in Q2 2025, an estimated $3.36K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Gartner in Q1 2024 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Gartner position peaked at $17.7K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.