MinichMacGregor Wealth Management’s Gartner IT Stock Holding History

MinichMacGregor 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	–	Sell	-630	Closed	-$255K	–	144
2025 Q2	$255K	Hold	630	–	–	0.05%	107
2025 Q1	$264K	Hold	630	–	–	0.06%	103
2024 Q4	$305K	Hold	630	–	–	0.06%	97
2024 Q3	$319K	Hold	630	–	–	0.07%	91
2024 Q2	$283K	Sell	630 -1	-0.2%	-$445	0.07%	88
2024 Q1	$301K	Buy	631 +1	+0.2%	+$460	0.08%	85
2023 Q4	$284K	Hold	630	–	–	0.08%	83
2023 Q3	$216K	Hold	630	–	–	0.07%	86
2023 Q2	$221K	Hold	630	–	–	0.07%	87
2023 Q1	$205K	Hold	630	–	–	0.07%	93
2022 Q4	$212K	Buy	+630	New	+$203K	0.08%	78
2022 Q2	–	Sell	-700	Closed	-$208K	–	87
2022 Q1	$208K	Hold	700	–	–	0.07%	84
2021 Q4	$234K	Hold	700	–	–	0.07%	78
2021 Q3	$212K	Buy	+700	New	+$203K	0.07%	76
2018 Q4	–	Sell	-700	Closed	-$110K	–	289
2018 Q3	$110K	Hold	700	–	–	0.07%	76
2018 Q2	$93K	Hold	700	–	–	0.07%	85
2018 Q1	$82K	Hold	700	–	–	0.06%	80
2017 Q4	$86K	Hold	700	–	–	0.07%	73
2017 Q3	$87K	Hold	700	–	–	0.07%	68
2017 Q2	$86K	Hold	700	–	–	0.07%	68
2017 Q1	$75K	Hold	700	–	–	0.07%	77
2016 Q4	$70K	Hold	700	–	–	0.07%	84
2016 Q3	$61K	Hold	700	–	–	0.06%	99
2016 Q2	$68K	Hold	700	–	–	0.06%	87
2016 Q1	$62K	Hold	700	–	–	0.06%	91
2015 Q4	$61K	Buy	+700	New	+$62K	0.06%	92

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's IT Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 630 shares — an estimated $255K sold.

MinichMacGregor Wealth Management first reported a position in IT in Q4 2015 and held it in 26 quarters. The position peaked at $319K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

MinichMacGregor Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 630 Gartner shares in Q3 2025, an estimated $255K.
MinichMacGregor Wealth Management first reported a position in Gartner in Q4 2015 and held it in 26 quarters.
MinichMacGregor Wealth Management's Gartner position peaked at $319K in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.