IWA
IT icon

Icon Wealth Advisors’s Gartner IT Stock Holding History

Icon 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
Q3 		– Sell
-3,162
Closed -$1.28M – 539
2025
Q2 		$1.28M Sell
3,162
-26
-0.8% -$10.9K 0.09% 152
2025
Q1 		$1.34M Buy
3,188
+45
+1% +$22.2K 0.11% 132
2024
Q4 		$1.52M Sell
3,143
-1,446
-32% -$745K 0.13% 121
2024
Q3 		$2.33M Sell
4,589
-144
-3% -$69.2K 0.19% 85
2024
Q2 		$2.37M Buy
4,733
+162
+4% +$72.1K 0.21% 84
2024
Q1 		$2.18M Sell
4,571
-68
-1% -$31.3K 0.2% 94
2023
Q4 		$2.09M Buy
+4,639
New +$1.85M 0.22% 88
2022
Q4 		$2.66M Sell
7,919
-141
-2% -$45.5K 0.31% 77
2022
Q3 		$2.23M Buy
+8,060
New +$2.26M 0.27% 85

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

Icon Wealth Advisors's IT Position: Q3 2025 in Review

Icon Wealth Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 3,162 shares — an estimated $1.28M sold.

Icon Wealth Advisors first reported a position in IT in Q3 2022 and held it in 9 quarters. The position peaked at $2.66M in Q4 2022. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Icon Wealth Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,162 Gartner shares in Q3 2025, an estimated $1.28M.
  • Icon Wealth Advisors first reported a position in Gartner in Q3 2022 and held it in 9 quarters.
  • Icon Wealth Advisors's Gartner position peaked at $2.66M in Q4 2022.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Icon Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.