HCA
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Heck Capital Advisors’s Gartner IT Stock Holding History

Heck Capital 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
Q1 		– Sell
-1
Closed -$484 – 513
2024
Q4 		$484 Buy
+1
New +$516 ﹤0.01% 757

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Heck Capital Advisors's IT Position: Q1 2025 in Review

Heck Capital Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 1 share — an estimated $484 sold.

Heck Capital Advisors first reported a position in IT in Q4 2024 and held it in 1 quarter. The position peaked at $484 in Q4 2024. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Heck Capital Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1 Gartner share in Q1 2025, an estimated $484.
  • Heck Capital Advisors first reported a position in Gartner in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Gartner position peaked at $484 in Q4 2024.
  • 922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.