HAG
IT icon

HighPoint Advisor Group’s Gartner IT Stock Holding History

HighPoint Advisor Group’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
-1,119
Closed -$452K – 704
2025
Q2 		$452K Sell
1,119
-26
-2% -$10.9K 0.02% 403
2025
Q1 		$482K Buy
1,145
+40
+4% +$19.7K 0.03% 368
2024
Q4 		$577K Sell
1,105
-73
-6% -$37.6K 0.03% 341
2024
Q3 		$593K Sell
1,178
-42
-3% -$20.2K 0.03% 325
2024
Q2 		$608K Buy
1,220
+15
+1% +$6.67K 0.04% 312
2024
Q1 		$530K Buy
1,205
+3
+0.2% +$1.38K 0.04% 337
2023
Q4 		$569K Buy
+1,202
New +$480K 0.04% 332
2022
Q2 		$408K Buy
+1,690
New +$450K 0.04% 331
2021
Q3 		$1.64M Sell
5,387
-125
-2% -$36.2K 0.16% 117
2021
Q2 		$1.33M Buy
5,512
+4,035
+273% +$883K 0.13% 131
2021
Q1 		$278K Buy
1,477
+205
+16% +$35.6K 0.03% 384
2020
Q4 		$234K Buy
+1,272
New +$183K 0.03% 402
2019
Q4 		– Sell
-794
Closed -$127K – 419
2019
Q3 		$127K Sell
794
-50
-6% -$7.27K 0.03% 416
2019
Q2 		$141K Buy
+844
New +$132K 0.03% 372

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
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HighPoint Advisor Group's IT Position: Q3 2025 in Review

HighPoint Advisor Group sold out of Gartner (IT) in Q3 2025, closing a stake of 1,119 shares — an estimated $452K sold.

HighPoint Advisor Group first reported a position in IT in Q2 2019 and held it in 14 quarters. The position peaked at $1.64M in Q3 2021. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • HighPoint Advisor Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • HighPoint Advisor Group sold 1,119 Gartner shares in Q3 2025, an estimated $452K.
  • HighPoint Advisor Group first reported a position in Gartner in Q2 2019 and held it in 14 quarters.
  • HighPoint Advisor Group's Gartner position peaked at $1.64M in Q3 2021.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on HighPoint Advisor Group's 13F filing for Q3 2025, filed 5 Nov 2025.