CWM
IT icon

Compass Wealth Management’s Gartner IT Stock Holding History

Compass 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
Q2 		– Sell
-19
Closed -$7.98K – 275
2025
Q1 		$7.98K Hold
19
– – ﹤0.01% 358
2024
Q4 		$9.21K Hold
19
– – ﹤0.01% 348
2024
Q3 		$9.63K Hold
19
– – ﹤0.01% 352
2024
Q2 		$8.53K Hold
19
– – ﹤0.01% 361
2024
Q1 		$9.06K Hold
19
– – ﹤0.01% 350
2023
Q4 		$8.57K Hold
19
– – ﹤0.01% 344
2023
Q3 		$6.53K Hold
19
– – ﹤0.01% 362
2023
Q2 		$6.66K Hold
19
– – ﹤0.01% 371
2023
Q1 		$6.19K Hold
19
– – ﹤0.01% 377
2022
Q4 		$6.39K Buy
+19
New +$6.13K ﹤0.01% 370

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
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

Compass Wealth Management's IT Position: Q2 2025 in Review

Compass Wealth Management sold out of Gartner (IT) in Q2 2025, closing a stake of 19 shares — an estimated $7.98K sold.

Compass Wealth Management first reported a position in IT in Q4 2022 and held it in 10 quarters. The position peaked at $9.63K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Compass Wealth Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 19 Gartner shares in Q2 2025, an estimated $7.98K.
  • Compass Wealth Management first reported a position in Gartner in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Gartner position peaked at $9.63K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.