MWM
IT icon

Mission Wealth Management’s Gartner IT Stock Holding History

Mission 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
-579
Closed -$234K – 727
2025
Q2 		$234K Buy
+579
New +$242K 0.01% 624
2024
Q2 		– Sell
-493
Closed -$235K – 707
2024
Q1 		$235K Buy
493
+39
+9% +$17.9K 0.01% 602
2023
Q4 		$205K Buy
+454
New +$181K 0.01% 549

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

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

Mission Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 579 shares — an estimated $234K sold.

Mission Wealth Management first reported a position in IT in Q4 2023 and held it in 3 quarters. The position peaked at $235K in Q1 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Mission Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Mission Wealth Management sold 579 Gartner shares in Q3 2025, an estimated $234K.
  • Mission Wealth Management first reported a position in Gartner in Q4 2023 and held it in 3 quarters.
  • Mission Wealth Management's Gartner position peaked at $235K in Q1 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.