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LGT Financial Advisors’s Gartner IT Stock Holding History

LGT Financial 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
-10
Closed -$4.04K – 516
2025
Q2 		$4.04K Hold
10
– – 0.01% 312
2025
Q1 		$4.2K Sell
10
-132
-93% -$65.1K 0.01% 239
2024
Q4 		$68.8K Hold
142
– – 0.15% 124
2024
Q3 		$72K Sell
142
-50
-26% -$24K 0.18% 91
2024
Q2 		$86.2K Sell
192
-199
-51% -$88.5K 0.18% 97
2024
Q1 		$186K Sell
391
-14
-3% -$6.44K 0.22% 105
2023
Q4 		$183K Sell
405
-43
-10% -$17.2K 0.22% 106
2023
Q3 		$154K Sell
448
-295
-40% -$103K 0.2% 114
2023
Q2 		$260K Sell
743
-20
-3% -$6.51K 0.28% 89
2023
Q1 		$249K Sell
763
-77
-9% -$25.5K 0.46% 64
2022
Q4 		$282K Buy
+840
New +$271K 0.33% 68

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

LGT Financial Advisors's IT Position: Q3 2025 in Review

LGT Financial Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 10 shares — an estimated $4.04K sold.

LGT Financial Advisors first reported a position in IT in Q4 2022 and held it in 11 quarters. The position peaked at $282K in Q4 2022. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • LGT Financial Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 10 Gartner shares in Q3 2025, an estimated $4.04K.
  • LGT Financial Advisors first reported a position in Gartner in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's Gartner position peaked at $282K in Q4 2022.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.