DADC
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D.A. Davidson & Co’s Gartner IT Stock Holding History

D.A. Davidson & Co’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
-1,264
Closed -$511K – 1567
2025
Q2 		$511K Buy
1,264
+120
+10% +$50.2K ﹤0.01% 1046
2025
Q1 		$480K Buy
1,144
+7
+0.6% +$3.45K ﹤0.01% 1040
2024
Q4 		$551K Buy
1,137
+29
+3% +$15K ﹤0.01% 975
2024
Q3 		$561K Buy
1,108
+45
+4% +$21.6K ﹤0.01% 969
2024
Q2 		$477K Hold
1,063
– – ﹤0.01% 997
2024
Q1 		$507K Sell
1,063
-5
-0.5% -$2.3K ﹤0.01% 982
2023
Q4 		$482K Buy
1,068
+175
+20% +$69.9K ﹤0.01% 969
2023
Q3 		$307K Hold
893
– – ﹤0.01% 1079
2023
Q2 		$313K Buy
893
+5
+0.6% +$1.63K ﹤0.01% 1085
2023
Q1 		$289K Buy
888
+99
+13% +$32.7K ﹤0.01% 1089
2022
Q4 		$265K Buy
+789
New +$255K ﹤0.01% 1101
2017
Q3 		– Sell
-106
Closed -$13K – 1538
2017
Q2 		$13K Hold
106
– – ﹤0.01% 1955
2017
Q1 		$11K Sell
106
-342
-76% -$35.2K ﹤0.01% 1998
2016
Q4 		$44K Sell
448
-8
-2% -$773 ﹤0.01% 1649
2016
Q3 		$39K Hold
456
– – ﹤0.01% 1622
2016
Q2 		$44K Sell
456
-21
-4% -$2K ﹤0.01% 1463
2016
Q1 		$42K Sell
477
-69
-13% -$5.83K ﹤0.01% 1457
2015
Q4 		$48K Sell
546
-46
-8% -$4.07K ﹤0.01% 1404
2015
Q3 		$48K Sell
592
-50
-8% -$4.36K ﹤0.01% 1387
2015
Q2 		$53K Sell
642
-1,343
-68% -$115K ﹤0.01% 1404
2015
Q1 		$164K Buy
1,985
+465
+31% +$38.4K 0.01% 939
2014
Q4 		$126K Sell
1,520
-8
-0.5% -$650 ﹤0.01% 1032
2014
Q3 		$110K Hold
1,528
– – ﹤0.01% 1074
2014
Q2 		$107K Hold
1,528
– – ﹤0.01% 1107
2014
Q1 		$105K Sell
1,528
-39
-2% -$2.7K ﹤0.01% 1119
2013
Q4 		$110K Buy
1,567
+75
+5% +$4.74K ﹤0.01% 1026
2013
Q3 		$89K Hold
1,492
– – ﹤0.01% 932
2013
Q2 		$84K Buy
+1,492
New +$84.7K ﹤0.01% 929

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.A. Davidson & Co's IT Position: Q3 2025 in Review

D.A. Davidson & Co sold out of Gartner (IT) in Q3 2025, closing a stake of 1,264 shares — an estimated $511K sold.

D.A. Davidson & Co first reported a position in IT in Q2 2013 and held it in 28 quarters. The position peaked at $561K in Q3 2024. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • D.A. Davidson & Co reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,264 Gartner shares in Q3 2025, an estimated $511K.
  • D.A. Davidson & Co first reported a position in Gartner in Q2 2013 and held it in 28 quarters.
  • D.A. Davidson & Co's Gartner position peaked at $561K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.