Blossom Wealth Management’s Gartner IT Stock Holding History

Blossom 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 Q1	–	Sell	-447	Closed	-$217K	–	71
2024 Q4	$217K	Hold	447	–	–	0.42%	64
2024 Q3	$227K	Hold	447	–	–	0.46%	61
2024 Q2	$201K	Hold	447	–	–	0.44%	66
2024 Q1	$213K	Hold	447	–	–	0.51%	61
2023 Q4	$202K	Sell	447 -150	-25%	-$59.9K	0.54%	62
2023 Q3	$205K	Buy	+597	New	+$208K	0.66%	58

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Blossom Wealth Management's IT Position: Q1 2025 in Review

Blossom Wealth Management sold out of Gartner (IT) in Q1 2025, closing a stake of 447 shares — an estimated $217K sold.

Blossom Wealth Management first reported a position in IT in Q3 2023 and held it in 6 quarters. The position peaked at $227K in Q3 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

Blossom Wealth Management reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
Blossom Wealth Management sold 447 Gartner shares in Q1 2025, an estimated $217K.
Blossom Wealth Management first reported a position in Gartner in Q3 2023 and held it in 6 quarters.
Blossom Wealth Management's Gartner position peaked at $227K in Q3 2024.
920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Blossom Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.