HWM
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Hemington Wealth Management’s Gartner IT Stock Holding History

Hemington 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 		$15K Sell
59
-43
-42% -$12.5K ﹤0.01% 746
2025
Q2 		$41K Buy
102
+9
+10% +$3.77K 0.01% 386
2025
Q1 		$39K Buy
93
+10
+12% +$4.93K 0.01% 385
2024
Q4 		$40K Buy
83
+8
+11% +$4.12K 0.01% 353
2024
Q3 		$37K Buy
+75
New +$36.1K 0.01% 359

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

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

Hemington Wealth Management reduced its Gartner (IT) stake by 42% in Q3 2025, selling an estimated $12.5K and leaving 59 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Hemington Wealth Management first reported a position in IT in Q3 2024 and has held it in 5 quarters since. The position peaked at $41K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Hemington Wealth Management held 59 shares of Gartner worth $15K as of Q3 2025.
  • Hemington Wealth Management sold 43 Gartner shares in Q3 2025, an estimated $12.5K.
  • Gartner made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #746 holding.
  • Hemington Wealth Management first reported a position in Gartner in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Gartner position peaked at $41K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.