Flaharty Asset Management’s Gartner IT Stock Holding History

Flaharty Asset 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 Q2	–	Sell	-6	Closed	-$2.52K	–	294
2025 Q1	$2.52K	Buy	+6	New	+$2.96K	﹤0.01%	429

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

Flaharty Asset Management's IT Position: Q2 2025 in Review

Flaharty Asset Management sold out of Gartner (IT) in Q2 2025, closing a stake of 6 shares — an estimated $2.52K sold.

Flaharty Asset Management first reported a position in IT in Q1 2025 and held it in 1 quarter. The position peaked at $2.52K in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Flaharty Asset Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 6 Gartner shares in Q2 2025, an estimated $2.52K.
Flaharty Asset Management first reported a position in Gartner in Q1 2025 and held it in 1 quarter.
Flaharty Asset Management's Gartner position peaked at $2.52K in Q1 2025.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.