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Money Concepts Capital’s Gartner IT Stock Holding History

Money Concepts Capital’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
Q2 		– Sell
-1,695
Closed -$711K – 448
2025
Q1 		$711K Sell
1,695
-55
-3% -$27.1K 0.05% 262
2024
Q4 		$848K Sell
1,750
-11
-0.6% -$5.67K 0.06% 233
2024
Q3 		$892K Buy
1,761
+225
+15% +$108K 0.07% 226
2024
Q2 		$690K Buy
1,536
+173
+13% +$77K 0.06% 251
2024
Q1 		$650K Buy
+1,363
New +$627K 0.06% 256
2022
Q4 		– Sell
-161
Closed -$45K – 3292
2022
Q3 		$45K Hold
161
– – ﹤0.01% 732
2022
Q2 		$39K Buy
161
+70
+77% +$18.6K ﹤0.01% 748
2022
Q1 		$27K Buy
+91
New +$26.3K ﹤0.01% 1475

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Money Concepts Capital's IT Position: Q2 2025 in Review

Money Concepts Capital sold out of Gartner (IT) in Q2 2025, closing a stake of 1,695 shares — an estimated $711K sold.

Money Concepts Capital first reported a position in IT in Q1 2022 and held it in 8 quarters. The position peaked at $892K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Money Concepts Capital reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Money Concepts Capital sold 1,695 Gartner shares in Q2 2025, an estimated $711K.
  • Money Concepts Capital first reported a position in Gartner in Q1 2022 and held it in 8 quarters.
  • Money Concepts Capital's Gartner position peaked at $892K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Money Concepts Capital's 13F filing for Q2 2025, filed 14 Aug 2025.