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Fifth Third Wealth Advisors’s Gartner IT Stock Holding History

Fifth Third Wealth Advisors’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
-614
Closed -$248K – 794
2025
Q2 		$248K Sell
614
-41
-6% -$17.2K 0.01% 612
2025
Q1 		$275K Buy
655
+45
+7% +$22.2K 0.01% 524
2024
Q4 		$296K Sell
610
-8
-1% -$4.12K 0.02% 495
2024
Q3 		$313K Sell
618
-15
-2% -$7.21K 0.02% 451
2024
Q2 		$284K Buy
+633
New +$282K 0.02% 430

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

Fifth Third Wealth Advisors's IT Position: Q3 2025 in Review

Fifth Third Wealth Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 614 shares — an estimated $248K sold.

Fifth Third Wealth Advisors first reported a position in IT in Q2 2024 and held it in 5 quarters. The position peaked at $313K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Fifth Third Wealth Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 614 Gartner shares in Q3 2025, an estimated $248K.
  • Fifth Third Wealth Advisors first reported a position in Gartner in Q2 2024 and held it in 5 quarters.
  • Fifth Third Wealth Advisors's Gartner position peaked at $313K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.