Global Financial Private Client’s Gartner IT Stock Holding History

Global Financial Private Client’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	-16	Closed	-$6.72K	–	886
2025 Q1	$6.72K	Buy	16 +2	+14%	+$986	﹤0.01%	646
2024 Q4	$6.78K	Buy	14 +3	+27%	+$1.55K	﹤0.01%	611
2024 Q3	$5.57K	Hold	11	–	–	﹤0.01%	630
2024 Q2	$4.94K	Hold	11	–	–	﹤0.01%	506
2024 Q1	$5.25K	Hold	11	–	–	﹤0.01%	516
2023 Q4	$4.96K	Hold	11	–	–	﹤0.01%	515
2023 Q3	$3.81K	Hold	11	–	–	﹤0.01%	522
2023 Q2	$3.82K	Hold	11	–	–	﹤0.01%	517
2023 Q1	$3.57K	Hold	11	–	–	﹤0.01%	531
2022 Q4	$3.7K	Hold	11	–	–	﹤0.01%	512
2022 Q3	$3.13K	Hold	11	–	–	﹤0.01%	501
2022 Q2	$2.69K	Hold	11	–	–	﹤0.01%	493
2022 Q1	$3.29K	Hold	11	–	–	﹤0.01%	494
2021 Q4	$3.68K	Hold	11	–	–	﹤0.01%	472
2021 Q3	$3.37K	Hold	11	–	–	﹤0.01%	422
2021 Q2	$2.73K	Hold	11	–	–	﹤0.01%	452
2021 Q1	$2.06K	Hold	11	–	–	﹤0.01%	431
2020 Q4	$1.76K	Hold	11	–	–	﹤0.01%	436
2020 Q3	$1.38K	Hold	11	–	–	﹤0.01%	426
2020 Q2	$1.32K	Hold	11	–	–	﹤0.01%	474
2020 Q1	$1.03K	Hold	11	–	–	﹤0.01%	495
2019 Q4	$1.7K	Buy	+11	New	+$1.68K	﹤0.01%	495

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Global Financial Private Client's IT Position: Q2 2025 in Review

Global Financial Private Client sold out of Gartner (IT) in Q2 2025, closing a stake of 16 shares — an estimated $6.72K sold.

Global Financial Private Client first reported a position in IT in Q4 2019 and held it in 22 quarters. The position peaked at $6.78K in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Global Financial Private Client reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 16 Gartner shares in Q2 2025, an estimated $6.72K.
Global Financial Private Client first reported a position in Gartner in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Gartner position peaked at $6.78K in Q4 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.