DOA
IT icon

D'Orazio & Associates’s Gartner IT Stock Holding History

D'Orazio & Associates’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
-538
Closed -$217K – 296
2025
Q2 		$217K Sell
538
-1
-0.2% -$418 0.03% 240
2025
Q1 		$226K Buy
539
+3
+0.6% +$1.48K 0.03% 211
2024
Q4 		$260K Sell
536
-1
-0.2% -$516 0.04% 175
2024
Q3 		$272K Sell
537
-7
-1% -$3.37K 0.04% 170
2024
Q2 		$244K Sell
544
-22
-4% -$9.79K 0.04% 162
2024
Q1 		$270K Buy
566
+17
+3% +$7.82K 0.04% 138
2023
Q4 		$248K Buy
+549
New +$219K 0.04% 132
2023
Q2 		– Sell
-996
Closed -$324K – 158
2023
Q1 		$324K Sell
996
-40
-4% -$13.2K 0.08% 85
2022
Q4 		$348K Buy
1,036
+4
+0.4% +$1.29K 0.08% 95
2022
Q3 		$286K Buy
+1,032
New +$289K 0.08% 95
2022
Q2 		– Sell
-736
Closed -$219K – 120
2022
Q1 		$219K Buy
+736
New +$213K 0.05% 94
2021
Q4 		– Sell
-116
Closed -$35K – 394
2021
Q3 		$35K Buy
+116
New +$33.6K 0.01% 258

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

D'Orazio & Associates's IT Position: Q3 2025 in Review

D'Orazio & Associates sold out of Gartner (IT) in Q3 2025, closing a stake of 538 shares — an estimated $217K sold.

D'Orazio & Associates first reported a position in IT in Q3 2021 and held it in 12 quarters. The position peaked at $348K in Q4 2022. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • D'Orazio & Associates reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • D'Orazio & Associates sold 538 Gartner shares in Q3 2025, an estimated $217K.
  • D'Orazio & Associates first reported a position in Gartner in Q3 2021 and held it in 12 quarters.
  • D'Orazio & Associates's Gartner position peaked at $348K in Q4 2022.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on D'Orazio & Associates's 13F filing for Q3 2025, filed 10 Nov 2025.