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Laird Norton Wetherby Wealth Management’s Gartner IT Stock Holding History

Laird Norton Wetherby 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
Q3 		$326K Sell
1,241
-86
-6% -$25.1K 0.01% 727
2025
Q2 		$536K Buy
+1,327
New +$555K 0.02% 532
2024
Q4 		$584K Sell
1,206
-38
-3% -$19.6K 0.03% 480
2024
Q3 		$630K Sell
1,244
-7
-0.6% -$3.37K 0.03% 491
2024
Q2 		$562K Sell
1,251
-41
-3% -$18.2K 0.03% 508
2024
Q1 		$616K Sell
1,292
-21
-2% -$9.66K 0.03% 494
2023
Q4 		$592K Sell
1,313
-1
-0.1% -$399 0.03% 493
2023
Q3 		$452K Buy
1,314
+8
+0.6% +$2.79K 0.03% 553
2023
Q2 		$458K Buy
1,306
+5
+0.4% +$1.63K 0.02% 567
2023
Q1 		$424K Buy
1,301
+371
+40% +$123K 0.02% 597
2022
Q4 		$313K Buy
930
+66
+8% +$21.3K 0.02% 670
2022
Q3 		$239K Buy
864
+30
+4% +$8.41K 0.02% 741
2022
Q2 		$202K Buy
834
+15
+2% +$3.99K 0.01% 815
2022
Q1 		$244K Sell
819
-18
-2% -$5.21K 0.01% 787
2021
Q4 		$280K Buy
837
+22
+3% +$7.07K 0.02% 743
2021
Q3 		$248K Buy
+815
New +$236K 0.02% 784

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

Laird Norton Wetherby Wealth Management's IT Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Gartner (IT) stake by 6.5% in Q3 2025, selling an estimated $25.1K and leaving 1,241 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #727.

Laird Norton Wetherby Wealth Management first reported a position in IT in Q3 2021 and has held it in 16 quarters since. The position peaked at $630K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,241 shares of Gartner worth $326K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 86 Gartner shares in Q3 2025, an estimated $25.1K.
  • Gartner made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #727 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Gartner in Q3 2021 and has held it in 16 quarters since.
  • Laird Norton Wetherby Wealth Management's Gartner position peaked at $630K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.