Fairhaven Wealth Management’s Gartner IT Stock Holding History

Fairhaven 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
2024 Q4	$996K	Buy	2,056 +55	+3%	+$28.4K	0.31%	45
2024 Q3	$1.01M	Buy	2,001 +59	+3%	+$28.4K	0.31%	46
2024 Q2	$872K	Buy	1,942 +760	+64%	+$338K	0.29%	47
2024 Q1	$563K	Buy	1,182 +59	+5%	+$27.2K	0.19%	55
2023 Q4	$507K	Buy	1,123 +77	+7%	+$30.8K	0.19%	56
2023 Q3	$359K	Buy	1,046 +76	+8%	+$26.5K	0.14%	70
2023 Q2	$340K	Buy	+970	New	+$316K	0.13%	78
2022 Q4	$282K	Buy	839 +62	+8%	+$20K	0.12%	80
2022 Q3	$215K	Buy	+777	New	+$218K	0.1%	91

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fairhaven Wealth Management's IT Position: Q4 2024 in Review

Fairhaven Wealth Management increased its Gartner (IT) stake by 2.7% in Q4 2024, buying an estimated $28.4K and bringing the position to 2,056 shares worth $996K. The position accounts for 0.31% of the portfolio, ranked #45.

Fairhaven Wealth Management first reported a position in IT in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2024. 953 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Fairhaven Wealth Management held 2,056 shares of Gartner worth $996K as of Q4 2024.
Fairhaven Wealth Management bought 55 Gartner shares in Q4 2024, an estimated $28.4K.
Gartner made up 0.31% of Fairhaven Wealth Management's portfolio in Q4 2024, its #45 holding.
Fairhaven Wealth Management first reported a position in Gartner in Q3 2022 and has held it in 9 quarters since.
Fairhaven Wealth Management's Gartner position peaked at $1.01M in Q3 2024.
953 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.