JFG Wealth Management’s Gartner IT Stock Holding History

JFG 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 Q2	–	Sell	-642	Closed	-$269K	–	76
2025 Q1	$269K	Sell	642 -23	-3%	-$11.3K	0.06%	70
2024 Q4	$322K	Buy	+665	New	+$343K	0.07%	75

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

JFG Wealth Management's IT Position: Q2 2025 in Review

JFG Wealth Management sold out of Gartner (IT) in Q2 2025, closing a stake of 642 shares — an estimated $269K sold.

JFG Wealth Management first reported a position in IT in Q4 2024 and held it in 2 quarters. The position peaked at $322K in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

JFG Wealth Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
JFG Wealth Management sold 642 Gartner shares in Q2 2025, an estimated $269K.
JFG Wealth Management first reported a position in Gartner in Q4 2024 and held it in 2 quarters.
JFG Wealth Management's Gartner position peaked at $322K in Q4 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.