MWM
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MorganRosel Wealth Management’s Gartner IT Stock Holding History

MorganRosel 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
-1,240
Closed -$501K – 224
2025
Q2 		$501K Sell
1,240
-731
-37% -$306K 0.14% 86
2025
Q1 		$827K Sell
1,971
-85
-4% -$41.9K 0.25% 61
2024
Q4 		$996K Buy
2,056
+324
+19% +$167K 0.33% 56
2024
Q3 		$878K Sell
1,732
-324
-16% -$156K 0.29% 61
2024
Q2 		$923K Sell
2,056
-274
-12% -$122K 0.33% 55
2024
Q1 		$1.11M Buy
2,330
+228
+11% +$105K 0.4% 44
2023
Q4 		$948K Sell
2,102
-330
-14% -$132K 0.37% 48
2023
Q3 		$836K Sell
2,432
-8
-0.3% -$2.79K 0.35% 49
2023
Q2 		$855K Sell
2,440
-824
-25% -$268K 0.35% 55
2023
Q1 		$1.06M Buy
3,264
+366
+13% +$121K 0.45% 39
2022
Q4 		$974K Sell
2,898
-381
-12% -$123K 0.45% 45
2022
Q3 		$907K Sell
3,279
-741
-18% -$208K 0.46% 41
2022
Q2 		$972K Buy
4,020
+863
+27% +$230K 0.52% 35
2022
Q1 		$939K Buy
+3,157
New +$914K 0.46% 41

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

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

MorganRosel Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 1,240 shares — an estimated $501K sold.

MorganRosel Wealth Management first reported a position in IT in Q1 2022 and held it in 14 quarters. The position peaked at $1.11M in Q1 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,240 Gartner shares in Q3 2025, an estimated $501K.
  • MorganRosel Wealth Management first reported a position in Gartner in Q1 2022 and held it in 14 quarters.
  • MorganRosel Wealth Management's Gartner position peaked at $1.11M in Q1 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.