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Legacy Capital Wealth Partners’s Gartner IT Stock Holding History

Legacy Capital Wealth Partners’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
-582
Closed -$235K – 385
2025
Q2 		$235K Buy
582
+17
+3% +$7.11K 0.05% 335
2025
Q1 		$237K Buy
565
+18
+3% +$8.87K 0.06% 322
2024
Q4 		$265K Buy
+547
New +$282K 0.07% 293

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

Legacy Capital Wealth Partners's IT Position: Q3 2025 in Review

Legacy Capital Wealth Partners sold out of Gartner (IT) in Q3 2025, closing a stake of 582 shares — an estimated $235K sold.

Legacy Capital Wealth Partners first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $265K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Legacy Capital Wealth Partners reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 582 Gartner shares in Q3 2025, an estimated $235K.
  • Legacy Capital Wealth Partners first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's Gartner position peaked at $265K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2025, filed 13 Nov 2025.