FWM
IT icon

FSA Wealth Management’s Gartner IT Stock Holding History

FSA 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
Q3 		$2.89K Hold
11
– – ﹤0.01% 467
2025
Q2 		$4.45K Hold
11
– – ﹤0.01% 401
2025
Q1 		$4.62K Hold
11
– – ﹤0.01% 363
2024
Q4 		$5.33K Hold
11
– – ﹤0.01% 377
2024
Q3 		$5.57K Buy
+11
New +$5.29K ﹤0.01% 388
2024
Q1 		$5.24K Hold
11
– – ﹤0.01% 442
2023
Q4 		$5K Buy
+11
New +$4.39K ﹤0.01% 426

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

FSA Wealth Management's IT Position: Q3 2025 in Review

FSA Wealth Management held its Gartner (IT) position steady in Q3 2025 at 11 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

FSA Wealth Management first reported a position in IT in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.57K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • FSA Wealth Management held 11 shares of Gartner worth $2.89K as of Q3 2025.
  • FSA Wealth Management left its Gartner share count unchanged in Q3 2025.
  • Gartner made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #467 holding.
  • FSA Wealth Management first reported a position in Gartner in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Gartner position peaked at $5.57K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.