Carolinas Wealth Consulting’s Gartner IT Stock Holding History

Carolinas Wealth Consulting’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	-14	Closed	-$5.88K	–	466
2025 Q1	$5.88K	Sell	14 -1	-7%	-$493	﹤0.01%	586
2024 Q4	$7.27K	Hold	15	–	–	﹤0.01%	584
2024 Q3	$7.6K	Buy	15 +2	+15%	+$961	﹤0.01%	600
2024 Q2	$5.84K	Sell	13 -1	-7%	-$445	﹤0.01%	628
2024 Q1	$6.67K	Sell	14 -5	-26%	-$2.3K	﹤0.01%	613
2023 Q4	$8.57K	Sell	19 -108	-85%	-$43.1K	﹤0.01%	558
2023 Q3	$42.2K	Sell	127 -8	-6%	-$2.79K	0.01%	331
2023 Q2	$47.3K	Sell	135 -35	-21%	-$11.4K	0.01%	352
2023 Q1	$55.4K	Sell	170 -57	-25%	-$18.8K	0.01%	340
2022 Q4	$76.3K	Hold	227	–	–	0.02%	297
2022 Q3	$63K	Hold	227	–	–	0.02%	297
2022 Q2	$55K	Buy	227 +96	+73%	+$25.5K	0.01%	313
2022 Q1	$39K	Buy	+131	New	+$37.9K	0.01%	382

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Carolinas Wealth Consulting's IT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Gartner (IT) in Q2 2025, closing a stake of 14 shares — an estimated $5.88K sold.

Carolinas Wealth Consulting first reported a position in IT in Q1 2022 and held it in 13 quarters. The position peaked at $76.3K in Q4 2022. 898 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 14 Gartner shares in Q2 2025, an estimated $5.88K.
Carolinas Wealth Consulting first reported a position in Gartner in Q1 2022 and held it in 13 quarters.
Carolinas Wealth Consulting's Gartner position peaked at $76.3K in Q4 2022.
898 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.