Grey Fox Wealth Advisors’s Gartner IT Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-45	Closed	-$11.8K	–	373
2025 Q3	$11.8K	Buy	+45	New	+$13.1K	﹤0.01%	392
2023 Q2	–	Sell	-60	Closed	-$19.5K	–	304
2023 Q1	$19.5K	Buy	60 +15	+33%	+$4.96K	0.01%	260
2022 Q4	$15.1K	Buy	+45	New	+$14.5K	0.01%	254

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Grey Fox Wealth Advisors's IT Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Gartner (IT) in Q4 2025, closing a stake of 45 shares — an estimated $11.8K sold.

Grey Fox Wealth Advisors first reported a position in IT in Q4 2022 and held it in 3 quarters. The position peaked at $19.5K in Q1 2023. 812 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 45 Gartner shares in Q4 2025, an estimated $11.8K.
Grey Fox Wealth Advisors first reported a position in Gartner in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Gartner position peaked at $19.5K in Q1 2023.
812 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.