IMG Wealth Management’s Gartner IT Stock Holding History

IMG 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 Q4	–	Sell	-3	Closed	-$789	–	622
2025 Q3	$789	Buy	+3	New	+$875	﹤0.01%	528

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IMG Wealth Management's IT Position: Q4 2025 in Review

IMG Wealth Management sold out of Gartner (IT) in Q4 2025, closing a stake of 3 shares — an estimated $789 sold.

IMG Wealth Management first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $789 in Q3 2025. 816 funds tracked by Wall St. Rank hold IT as of Q4 2025.

IMG Wealth Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
IMG Wealth Management sold 3 Gartner shares in Q4 2025, an estimated $789.
IMG Wealth Management first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
IMG Wealth Management's Gartner position peaked at $789 in Q3 2025.
816 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on IMG Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.