HAI
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Hennessy Advisors Inc’s Gartner IT Stock Holding History

Hennessy Advisors Inc’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 		– Sell
-243
Closed -$98.2K – 321
2025
Q2 		$98.2K Buy
+243
New +$102K ﹤0.01% 331
2018
Q2 		– Sell
-5,150
Closed -$606K – 300
2018
Q1 		$606K Buy
+5,150
New +$643K 0.02% 330

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

Hennessy Advisors Inc's IT Position: Q3 2025 in Review

Hennessy Advisors Inc sold out of Gartner (IT) in Q3 2025, closing a stake of 243 shares — an estimated $98.2K sold.

Hennessy Advisors Inc first reported a position in IT in Q1 2018 and held it in 2 quarters. The position peaked at $606K in Q1 2018. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Hennessy Advisors Inc reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 243 Gartner shares in Q3 2025, an estimated $98.2K.
  • Hennessy Advisors Inc first reported a position in Gartner in Q1 2018 and held it in 2 quarters.
  • Hennessy Advisors Inc's Gartner position peaked at $606K in Q1 2018.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Hennessy Advisors Inc's 13F filing for Q3 2025, filed 20 Oct 2025.