Concord Wealth Partners’s Gartner IT Stock Holding History

Concord Wealth Partners’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	-12	Closed	-$5.81K	–	885
2024 Q4	$5.81K	Hold	12	–	–	﹤0.01%	583
2024 Q3	$6.08K	Buy	+12	New	+$5.77K	﹤0.01%	609
2023 Q4	–	Sell	-42	Closed	-$14.4K	–	922
2023 Q3	$14.4K	Hold	42	–	–	﹤0.01%	565
2023 Q2	$14.7K	Hold	42	–	–	﹤0.01%	550
2023 Q1	$13.7K	Hold	42	–	–	﹤0.01%	551
2022 Q4	$14.1K	Buy	+42	New	+$13.6K	﹤0.01%	584
2022 Q3	–	Sell	-42	Closed	-$10K	–	635
2022 Q2	$10K	Hold	42	–	–	﹤0.01%	689
2022 Q1	$12K	Hold	42	–	–	﹤0.01%	738
2021 Q4	$14K	Hold	42	–	–	﹤0.01%	715
2021 Q3	$13K	Hold	42	–	–	0.01%	437
2021 Q2	$10K	Buy	42 +25	+147%	+$5.47K	﹤0.01%	622
2021 Q1	$3K	Buy	+17	New	+$2.96K	﹤0.01%	761

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

Concord Wealth Partners's IT Position: Q1 2025 in Review

Concord Wealth Partners sold out of Gartner (IT) in Q1 2025, closing a stake of 12 shares — an estimated $5.81K sold.

Concord Wealth Partners first reported a position in IT in Q1 2021 and held it in 12 quarters. The position peaked at $14.7K in Q2 2023. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

Concord Wealth Partners reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 12 Gartner shares in Q1 2025, an estimated $5.81K.
Concord Wealth Partners first reported a position in Gartner in Q1 2021 and held it in 12 quarters.
Concord Wealth Partners's Gartner position peaked at $14.7K in Q2 2023.
920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.