MGB Wealth Management’s Gartner IT Stock Holding History

MGB 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 Q1	–	Sell	-509	Closed	-$247K	–	301
2024 Q4	$247K	Buy	+509	New	+$262K	0.08%	177

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

MGB Wealth Management's IT Position: Q1 2025 in Review

MGB Wealth Management sold out of Gartner (IT) in Q1 2025, closing a stake of 509 shares — an estimated $247K sold.

MGB Wealth Management first reported a position in IT in Q4 2024 and held it in 1 quarter. The position peaked at $247K in Q4 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

MGB Wealth Management reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
MGB Wealth Management sold 509 Gartner shares in Q1 2025, an estimated $247K.
MGB Wealth Management first reported a position in Gartner in Q4 2024 and held it in 1 quarter.
MGB Wealth Management's Gartner position peaked at $247K in Q4 2024.
920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on MGB Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.