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Dogwood Wealth Management’s Gartner IT Stock Holding History

Dogwood 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
-4
Closed -$1.6K – 781
2025
Q2 		$1.6K Buy
4
+3
+300% +$1.25K ﹤0.01% 587
2025
Q1 		$420 Buy
+1
New +$493 ﹤0.01% 475
2024
Q3 		– Hold
0
– – – 361
2024
Q2 		– Hold
0
– – – 392
2024
Q1 		– Hold
0
– – – 392
2023
Q4 		– Hold
0
– – – 392

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 4 shares — an estimated $1.6K sold.

Dogwood Wealth Management first reported a position in IT in Q1 2025 and held it in 2 quarters. The position peaked at $1.6K in Q2 2025. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Dogwood Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 4 Gartner shares in Q3 2025, an estimated $1.6K.
  • Dogwood Wealth Management first reported a position in Gartner in Q1 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Gartner position peaked at $1.6K in Q2 2025.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.