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Dakota Wealth Management’s Gartner IT Stock Holding History

Dakota 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
Q3 		– Sell
-16,958
Closed -$6.85M – 728
2025
Q2 		$6.85M Buy
16,958
+2,142
+14% +$896K 0.14% 128
2025
Q1 		$6.22M Buy
14,816
+3,040
+26% +$1.5M 0.15% 131
2024
Q4 		$5.71M Buy
11,776
+355
+3% +$183K 0.13% 141
2024
Q3 		$5.79M Buy
11,421
+1,609
+16% +$774K 0.13% 142
2024
Q2 		$4.41M Buy
9,812
+780
+9% +$347K 0.1% 170
2024
Q1 		$4.31M Buy
9,032
+2,686
+42% +$1.24M 0.11% 170
2023
Q4 		$2.86M Buy
6,346
+1,009
+19% +$403K 0.11% 181
2023
Q3 		$1.83M Buy
5,337
+3,399
+175% +$1.19M 0.08% 216
2023
Q2 		$679K Buy
1,938
+208
+12% +$67.7K 0.03% 324
2023
Q1 		$564K Buy
+1,730
New +$572K 0.04% 345
2022
Q2 		– Sell
-772
Closed -$230K – 534
2022
Q1 		$230K Sell
772
-152
-16% -$44K 0.02% 393
2021
Q4 		$309K Hold
924
– – 0.03% 302
2021
Q3 		$281K Hold
924
– – 0.03% 284
2021
Q2 		$224K Sell
924
-338
-27% -$73.9K 0.03% 306
2021
Q1 		$230K Sell
1,262
-3
-0.2% -$522 0.03% 281
2020
Q4 		$203K Buy
+1,265
New +$182K 0.03% 299
2020
Q1 		– Sell
-1,362
Closed -$210K – 295
2019
Q4 		$210K Buy
+1,362
New +$208K 0.03% 283
2018
Q4 		– Sell
-1,587
Closed -$252K – 288
2018
Q3 		$252K Hold
1,587
– – 0.06% 234
2018
Q2 		$211K Buy
+1,587
New +$203K 0.06% 192

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

Dakota Wealth Management's IT Position: Q3 2025 in Review

Dakota Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 16,958 shares — an estimated $6.85M sold.

Dakota Wealth Management first reported a position in IT in Q2 2018 and held it in 19 quarters. The position peaked at $6.85M in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Dakota Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 16,958 Gartner shares in Q3 2025, an estimated $6.85M.
  • Dakota Wealth Management first reported a position in Gartner in Q2 2018 and held it in 19 quarters.
  • Dakota Wealth Management's Gartner position peaked at $6.85M in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.