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Beaird Harris Wealth Management’s Gartner IT Stock Holding History

Beaird Harris 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
-2
Closed -$809 – 749
2025
Q2 		$809 Buy
+2
New +$837 ﹤0.01% 572
2024
Q3 		– Sell
-1
Closed -$288 – 621
2024
Q2 		$288 Buy
+1
New +$445 ﹤0.01% 645
2023
Q1 		– Sell
-67
Closed -$22.5K – 602
2022
Q4 		$22.5K Buy
+67
New +$21.6K ﹤0.01% 243

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 $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaird Harris Wealth Management's IT Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 2 shares — an estimated $809 sold.

Beaird Harris Wealth Management first reported a position in IT in Q4 2022 and held it in 3 quarters. The position peaked at $22.5K in Q4 2022. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Gartner shares in Q3 2025, an estimated $809.
  • Beaird Harris Wealth Management first reported a position in Gartner in Q4 2022 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Gartner position peaked at $22.5K in Q4 2022.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.