MGWM
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Marks Group Wealth Management’s Gartner IT Stock Holding History

Marks Group 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
-6,165
Closed -$1.62M – 336
2025
Q3 		$1.62M Sell
6,165
-627
-9% -$183K 0.15% 135
2025
Q2 		$2.75M Buy
6,792
+125
+2% +$52.3K 0.26% 102
2025
Q1 		$2.8M Buy
6,667
+181
+3% +$89.2K 0.27% 99
2024
Q4 		$3.14M Buy
6,486
+165
+3% +$85.1K 0.31% 96
2024
Q3 		$3.2M Buy
6,321
+2,392
+61% +$1.15M 0.31% 95
2024
Q2 		$1.76M Buy
3,929
+13
+0.3% +$5.78K 0.19% 131
2024
Q1 		$1.87M Buy
3,916
+30
+0.8% +$13.8K 0.2% 128
2023
Q4 		$1.75M Buy
3,886
+44
+1% +$17.6K 0.2% 131
2023
Q3 		$1.32M Buy
3,842
+207
+6% +$72.2K 0.16% 143
2023
Q2 		$1.27M Buy
3,635
+33
+0.9% +$10.7K 0.15% 147
2023
Q1 		$1.17M Buy
3,602
+29
+0.8% +$9.59K 0.15% 151
2022
Q4 		$1.2M Sell
3,573
-67
-2% -$21.6K 0.16% 145
2022
Q3 		$1.01M Buy
3,640
+57
+2% +$16K 0.15% 152
2022
Q2 		$867K Buy
+3,583
New +$953K 0.13% 175
2021
Q2 		– Sell
-1,449
Closed -$264K – 275
2021
Q1 		$264K Sell
1,449
-24
-2% -$4.17K 0.04% 220
2020
Q4 		$236K Sell
1,473
-215
-13% -$31K 0.04% 231
2020
Q3 		$211K Buy
1,688
+7
+0.4% +$890 0.04% 228
2020
Q2 		$204K Sell
1,681
-13,123
-89% -$1.52M 0.04% 223
2020
Q1 		$1.47M Buy
14,804
+1,133
+8% +$155K 0.38% 106
2019
Q4 		$2.11M Buy
+13,671
New +$2.09M 0.41% 100

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marks Group Wealth Management's IT Position: Q4 2025 in Review

Marks Group Wealth Management sold out of Gartner (IT) in Q4 2025, closing a stake of 6,165 shares — an estimated $1.62M sold.

Marks Group Wealth Management first reported a position in IT in Q4 2019 and held it in 20 quarters. The position peaked at $3.2M in Q3 2024. 815 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Marks Group Wealth Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Marks Group Wealth Management sold 6,165 Gartner shares in Q4 2025, an estimated $1.62M.
  • Marks Group Wealth Management first reported a position in Gartner in Q4 2019 and held it in 20 quarters.
  • Marks Group Wealth Management's Gartner position peaked at $3.2M in Q3 2024.
  • 815 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Marks Group Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.