HHM Wealth Advisors’s Gartner IT Stock Holding History

HHM 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 Q1	–	Sell	-1	Closed	-$485	–	987
2024 Q4	$485	Buy	+1	New	+$516	﹤0.01%	920
2024 Q2	–	Sell	-42	Closed	-$20K	–	822
2024 Q1	$20K	Hold	42	–	–	﹤0.01%	411
2023 Q4	$18.9K	Hold	42	–	–	﹤0.01%	418
2023 Q3	$14.4K	Hold	42	–	–	﹤0.01%	453
2023 Q2	$14.7K	Hold	42	–	–	﹤0.01%	463
2023 Q1	$13.7K	Buy	+42	New	+$13.9K	﹤0.01%	468

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HHM Wealth Advisors's IT Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 1 share — an estimated $485 sold.

HHM Wealth Advisors first reported a position in IT in Q1 2023 and held it in 6 quarters. The position peaked at $20K in Q1 2024. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

HHM Wealth Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1 Gartner share in Q1 2025, an estimated $485.
HHM Wealth Advisors first reported a position in Gartner in Q1 2023 and held it in 6 quarters.
HHM Wealth Advisors's Gartner position peaked at $20K in Q1 2024.
922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.