MYIA
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Mount Yale Investment Advisors’s Gartner IT Stock Holding History

Mount Yale Investment Advisors’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
-49
Closed -$19.8K – 1127
2025
Q2 		$19.8K Buy
+49
New +$20.5K ﹤0.01% 1045

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

Mount Yale Investment Advisors's IT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 49 shares — an estimated $19.8K sold.

Mount Yale Investment Advisors first reported a position in IT in Q2 2025 and held it in 1 quarter. The position peaked at $19.8K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 49 Gartner shares in Q3 2025, an estimated $19.8K.
  • Mount Yale Investment Advisors first reported a position in Gartner in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Gartner position peaked at $19.8K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.