Financial Network Wealth Management’s Gartner IT Stock Holding History

Financial Network 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 Q1	$42K	Buy	+101	New	+$49.8K	0.01%	238

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Financial Network Wealth Management's IT Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Gartner (IT) in Q1 2025: 101 shares worth $42K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings.

920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

Financial Network Wealth Management held 101 shares of Gartner worth $42K as of Q1 2025.
Gartner was a new Financial Network Wealth Management position in Q1 2025.
Gartner made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #238 holding.
920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.