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Carolina Wealth Advisors’s Gartner IT Stock Holding History

Carolina Wealth Advisors’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
-11
Closed -$4.45K – 266
2025
Q2 		$4.45K Hold
11
– – ﹤0.01% 193
2025
Q1 		$4.62K Hold
11
– – ﹤0.01% 196
2024
Q4 		$5.33K Hold
11
– – ﹤0.01% 193
2024
Q3 		$5.57K Buy
+11
New +$5.29K ﹤0.01% 222

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

Carolina Wealth Advisors's IT Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 11 shares — an estimated $4.45K sold.

Carolina Wealth Advisors first reported a position in IT in Q3 2024 and held it in 4 quarters. The position peaked at $5.57K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 11 Gartner shares in Q3 2025, an estimated $4.45K.
  • Carolina Wealth Advisors first reported a position in Gartner in Q3 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Gartner position peaked at $5.57K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.