Diversify Advisory Services’s Gartner IT Stock Holding History

Diversify Advisory Services’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	-825	Closed	-$347K	–	848
2025 Q1	$347K	Sell	825 -23	-3%	-$11.3K	0.02%	451
2024 Q4	$415K	Sell	848 -224	-21%	-$115K	0.02%	402
2024 Q3	$561K	Sell	1,072 -96	-8%	-$46.2K	0.03%	359
2024 Q2	$523K	Sell	1,168 -966	-45%	-$430K	0.03%	377
2024 Q1	$1.02M	Buy	+2,134	New	+$982K	0.06%	248

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

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 $187B AUM 18.48% 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

Diversify Advisory Services's IT Position: Q2 2025 in Review

Diversify Advisory Services sold out of Gartner (IT) in Q2 2025, closing a stake of 825 shares — an estimated $347K sold.

Diversify Advisory Services first reported a position in IT in Q1 2024 and held it in 5 quarters. The position peaked at $1.02M in Q1 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Diversify Advisory Services reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Diversify Advisory Services sold 825 Gartner shares in Q2 2025, an estimated $347K.
Diversify Advisory Services first reported a position in Gartner in Q1 2024 and held it in 5 quarters.
Diversify Advisory Services's Gartner position peaked at $1.02M in Q1 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.