GWSA
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Global Wealth Strategies & Associates’s Gartner IT Stock Holding History

Global Wealth Strategies & Associates’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
-12
Closed -$5.04K – 419
2025
Q1 		$5.04K Hold
12
– – ﹤0.01% 317
2024
Q4 		$5.81K Hold
12
– – ﹤0.01% 256
2024
Q3 		$6.08K Hold
12
– – ﹤0.01% 225
2024
Q2 		$5.39K Hold
12
– – ﹤0.01% 218
2024
Q1 		$5.72K Hold
12
– – ﹤0.01% 218
2023
Q4 		$5.41K Hold
12
– – ﹤0.01% 203
2023
Q3 		$4.12K Hold
12
– – ﹤0.01% 223
2023
Q2 		$4.2K Hold
12
– – ﹤0.01% 215
2023
Q1 		$3.91K Buy
+12
New +$3.97K ﹤0.01% 224

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
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

Global Wealth Strategies & Associates's IT Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Gartner (IT) in Q2 2025, closing a stake of 12 shares — an estimated $5.04K sold.

Global Wealth Strategies & Associates first reported a position in IT in Q1 2023 and held it in 9 quarters. The position peaked at $6.08K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 12 Gartner shares in Q2 2025, an estimated $5.04K.
  • Global Wealth Strategies & Associates first reported a position in Gartner in Q1 2023 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's Gartner position peaked at $6.08K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.