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Diversify Wealth Management’s Gartner IT Stock Holding History

Diversify 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
-1,017
Closed -$428K – 541
2025
Q1 		$428K Sell
1,017
-339
-25% -$167K 0.03% 379
2024
Q4 		$663K Sell
1,356
-337
-20% -$174K 0.05% 293
2024
Q3 		$882K Sell
1,693
-107
-6% -$51.4K 0.08% 212
2024
Q2 		$823K Buy
+1,800
New +$801K 0.1% 185

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

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

Diversify Wealth Management sold out of Gartner (IT) in Q2 2025, closing a stake of 1,017 shares — an estimated $428K sold.

Diversify Wealth Management first reported a position in IT in Q2 2024 and held it in 4 quarters. The position peaked at $882K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Diversify Wealth Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 1,017 Gartner shares in Q2 2025, an estimated $428K.
  • Diversify Wealth Management first reported a position in Gartner in Q2 2024 and held it in 4 quarters.
  • Diversify Wealth Management's Gartner position peaked at $882K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

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