First Horizon Advisors’s Gartner IT Stock Holding History

First Horizon 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 Q2	$412K	Sell	1,018 -105	-9%	-$43.9K	0.01%	385
2025 Q1	$471K	Sell	1,123 -3	-0.3%	-$1.48K	0.01%	352
2024 Q4	$546K	Sell	1,126 -4	-0.4%	-$2.06K	0.02%	325
2024 Q3	$573K	Sell	1,130 -18	-2%	-$8.65K	0.02%	324
2024 Q2	$516K	Buy	1,148 +85	+8%	+$37.8K	0.02%	329
2024 Q1	$507K	Sell	1,063 -173	-14%	-$79.6K	0.02%	329
2023 Q4	$558K	Buy	1,236 +137	+12%	+$54.7K	0.02%	314
2023 Q3	$378K	Buy	1,099 +12	+1%	+$4.19K	0.01%	353
2023 Q2	$381K	Sell	1,087 -19	-2%	-$6.19K	0.01%	367
2023 Q1	$360K	Sell	1,106 -29	-3%	-$9.59K	0.01%	370
2022 Q4	$382K	Sell	1,135 -55	-5%	-$17.8K	0.01%	358
2022 Q3	$329K	Sell	1,190 -73	-6%	-$20.5K	0.01%	356
2022 Q2	$305K	Buy	1,263 +529	+72%	+$141K	0.01%	394
2022 Q1	$218K	Sell	734 -540	-42%	-$156K	0.01%	376
2021 Q4	$425K	Buy	1,274 +28	+2%	+$9K	0.01%	373
2021 Q3	$378K	Buy	1,246 +881	+241%	+$255K	0.01%	389
2021 Q2	$88K	Hold	365	–	–	﹤0.01%	580
2021 Q1	$65K	Buy	365 +21	+6%	+$3.65K	﹤0.01%	639
2020 Q4	$55K	Sell	344 -34	-9%	-$4.9K	﹤0.01%	569
2020 Q3	$47K	Hold	378	–	–	﹤0.01%	558
2020 Q2	$45K	Hold	378	–	–	﹤0.01%	549
2020 Q1	$37K	Hold	378	–	–	﹤0.01%	548
2019 Q4	$58K	Hold	378	–	–	﹤0.01%	538
2019 Q3	$54K	Hold	378	–	–	﹤0.01%	530
2019 Q2	$60K	Buy	+378	New	+$59.1K	﹤0.01%	533
2017 Q4	–	Sell	-157	Closed	-$19K	–	1465
2017 Q3	$19K	Hold	157	–	–	﹤0.01%	801
2017 Q2	$18K	Sell	157 -42	-21%	-$4.88K	﹤0.01%	820
2017 Q1	$22K	Buy	199 +10	+5%	+$1.03K	﹤0.01%	776
2016 Q4	$16K	Hold	189	–	–	﹤0.01%	856
2016 Q3	$16K	Buy	189 +32	+20%	+$3K	﹤0.01%	850
2016 Q2	$14K	Sell	157 -48	-23%	-$4.56K	﹤0.01%	864
2016 Q1	$19K	Buy	205 +32	+18%	+$2.71K	﹤0.01%	811
2015 Q4	$15K	Sell	173 -79	-31%	-$7K	﹤0.01%	817
2015 Q3	$21K	Hold	252	–	–	﹤0.01%	785
2015 Q2	$21K	Buy	252 +5	+2%	+$429	﹤0.01%	822
2015 Q1	$20K	Sell	247 -189	-43%	-$15.6K	﹤0.01%	834
2014 Q4	$37K	Buy	436 +15	+4%	+$1.22K	0.01%	620
2014 Q3	$30K	Buy	421 +24	+6%	+$1.74K	﹤0.01%	683
2014 Q2	$27K	Buy	397 +20	+5%	+$1.39K	﹤0.01%	732
2014 Q1	$25K	Hold	377	–	–	﹤0.01%	707
2013 Q4	$25K	Hold	377	–	–	﹤0.01%	667
2013 Q3	$23K	Hold	377	–	–	﹤0.01%	626
2013 Q2	$21K	Buy	+377	New	+$21.4K	0.01%	354

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

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

First Horizon Advisors's IT Position: Q2 2025 in Review

First Horizon Advisors reduced its Gartner (IT) stake by 9.3% in Q2 2025, selling an estimated $43.9K and leaving 1,018 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #385.

First Horizon Advisors first reported a position in IT in Q2 2013 and has held it in 43 quarters since. The position peaked at $573K in Q3 2024. 898 funds tracked by Wall St. Rank hold IT as of Q2 2025.

First Horizon Advisors held 1,018 shares of Gartner worth $412K as of Q2 2025.
First Horizon Advisors sold 105 Gartner shares in Q2 2025, an estimated $43.9K.
Gartner made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #385 holding.
First Horizon Advisors first reported a position in Gartner in Q2 2013 and has held it in 43 quarters since.
First Horizon Advisors's Gartner position peaked at $573K in Q3 2024.
898 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.