Envestnet Asset Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.9M | Buy |
182,779
+92,076
| +102% | +$16.9M | 0.01% | 1100 |
|
|
2025
Q4 | $22.9M | Sell |
90,703
-33,440
| -27% | -$8.05M | 0.01% | 1126 |
|
|
2025
Q3 | $32.6M | Sell |
124,143
-78,268
| -39% | -$22.8M | 0.01% | 990 |
|
|
2025
Q2 | $81.8M | Buy |
202,411
+16,860
| +9% | +$7.05M | 0.02% | 563 |
|
|
2025
Q1 | $77.9M | Sell |
185,551
-14,883
| -7% | -$7.33M | 0.03% | 546 |
|
|
2024
Q4 | $97.1M | Sell |
200,434
-99,275
| -33% | -$51.2M | 0.03% | 470 |
|
|
2024
Q3 | $152M | Sell |
299,709
-11,783
| -4% | -$5.66M | 0.05% | 363 |
|
|
2024
Q2 | $140M | Sell |
311,492
-19,446
| -6% | -$8.65M | 0.05% | 358 |
|
|
2024
Q1 | $158M | Buy |
330,938
+3,498
| +1% | +$1.61M | 0.06% | 307 |
|
|
2023
Q4 | $148M | Buy |
327,440
+3,867
| +1% | +$1.54M | 0.06% | 300 |
|
|
2023
Q3 | $111M | Buy |
323,573
+122,248
| +61% | +$42.6M | 0.05% | 357 |
|
|
2023
Q2 | $70.5M | Sell |
201,325
-1,524,890
| -88% | -$497M | 0.03% | 432 |
|
|
2023
Q1 | $64.8M | Buy |
1,726,215
+1,558,080
| +927% | +$515M | 0.03% | 425 |
|
|
2022
Q4 | $56.5M | Sell |
168,135
-13,803
| -8% | -$4.45M | 0.03% | 446 |
|
|
2022
Q3 | $50.3M | Buy |
181,938
+4,309
| +2% | +$1.21M | 0.03% | 437 |
|
|
2022
Q2 | $43M | Buy |
177,629
+7,610
| +4% | +$2.02M | 0.02% | 486 |
|
|
2022
Q1 | $50.6M | Sell |
170,019
-16,483
| -9% | -$4.77M | 0.03% | 482 |
|
|
2021
Q4 | $62.4M | Buy |
186,502
+15,890
| +9% | +$5.11M | 0.03% | 418 |
|
|
2021
Q3 | $51.8M | Buy |
170,612
+1,527
| +0.9% | +$443K | 0.03% | 450 |
|
|
2021
Q2 | $41M | Sell |
169,085
-24,828
| -13% | -$5.43M | 0.02% | 509 |
|
|
2021
Q1 | $35.4M | Buy |
193,913
+14,136
| +8% | +$2.46M | 0.02% | 510 |
|
|
2020
Q4 | $28.8M | Buy |
179,777
+3,202
| +2% | +$461K | 0.02% | 509 |
|
|
2020
Q3 | $22.1M | Buy |
176,575
+5,822
| +3% | +$740K | 0.02% | 520 |
|
|
2020
Q2 | $20.7M | Buy |
170,753
+6,311
| +4% | +$729K | 0.02% | 506 |
|
|
2020
Q1 | $16.4M | Sell |
164,442
-15,232
| -8% | -$2.09M | 0.02% | 515 |
|
|
2019
Q4 | $27.7M | Buy |
179,674
+6,152
| +4% | +$939K | 0.03% | 423 |
|
|
2019
Q3 | $24.8M | Buy |
173,522
+10,603
| +7% | +$1.54M | 0.03% | 423 |
|
|
2019
Q2 | $26.2M | Buy |
162,919
+15,082
| +10% | +$2.36M | 0.03% | 377 |
|
|
2019
Q1 | $22.4M | Buy |
147,837
+7,290
| +5% | +$1.01M | 0.03% | 412 |
|
|
2018
Q4 | $18M | Buy |
+140,547
| New | +$20.3M | 0.03% | 401 |
|
|
2018
Q3 | – | Sell |
-55,533
| Closed | -$7.38M | – | 1925 |
|
|
2018
Q2 | $7.38M | Sell |
55,533
-1,110
| -2% | -$142K | 0.02% | 389 |
|
|
2018
Q1 | $6.66M | Buy |
56,643
+406
| +0.7% | +$50.7K | 0.02% | 324 |
|
|
2017
Q4 | $6.92M | Buy |
56,237
+1,182
| +2% | +$144K | 0.02% | 488 |
|
|
2017
Q3 | $6.85M | Buy |
55,055
+1,251
| +2% | +$155K | 0.02% | 470 |
|
|
2017
Q2 | $6.64M | Buy |
53,804
+4,428
| +9% | +$514K | 0.02% | 486 |
|
|
2017
Q1 | $5.33M | Buy |
49,376
+1,242
| +3% | +$128K | 0.02% | 553 |
|
|
2016
Q4 | $4.87M | Buy |
48,134
+4,966
| +12% | +$480K | 0.02% | 557 |
|
|
2016
Q3 | $3.82M | Sell |
43,168
-7,606
| -15% | -$713K | 0.01% | 683 |
|
|
2016
Q2 | $4.95M | Buy |
50,774
+1,967
| +4% | +$187K | 0.02% | 627 |
|
|
2016
Q1 | $4.36M | Buy |
48,807
+3,005
| +7% | +$254K | 0.02% | 648 |
|
|
2015
Q4 | $4.15M | Sell |
45,802
-1,383
| -3% | -$122K | 0.02% | 646 |
|
|
2015
Q3 | $3.96M | Buy |
47,185
+791
| +2% | +$68.9K | 0.02% | 654 |
|
|
2015
Q2 | $3.98M | Sell |
46,394
-4,500
| -9% | -$386K | 0.02% | 712 |
|
|
2015
Q1 | $4.27M | Buy |
50,894
+49,654
| +4,004% | +$4.1M | 0.02% | 622 |
|
|
2014
Q4 | $104K | Sell |
1,240
-112
| -8% | -$9.1K | ﹤0.01% | 1164 |
|
|
2014
Q3 | $99K | Sell |
1,352
-27
| -2% | -$1.96K | ﹤0.01% | 1299 |
|
|
2014
Q2 | $97K | Sell |
1,379
-125
| -8% | -$8.71K | ﹤0.01% | 1218 |
|
|
2014
Q1 | $104K | Sell |
1,504
-93
| -6% | -$6.43K | ﹤0.01% | 1130 |
|
|
2013
Q4 | $113K | Buy |
1,597
+177
| +12% | +$11.2K | ﹤0.01% | 981 |
|
|
2013
Q3 | $85K | Sell |
1,420
-167
| -11% | -$9.83K | ﹤0.01% | 1025 |
|
|
2013
Q2 | $90K | Buy |
+1,587
| New | +$90.1K | ﹤0.01% | 1012 |
|
Other funds holding IT
IFP
VCM
VPM
