NWAG
IT icon

Net Worth Advisory Group’s Gartner IT Stock Holding History

Net Worth Advisory Group’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
-695
Closed -$281K – 445
2025
Q2 		$281K Buy
695
+21
+3% +$8.79K 0.06% 323
2025
Q1 		$283K Sell
674
-12
-2% -$5.91K 0.09% 271
2024
Q4 		$332K Buy
686
+3
+0.4% +$1.55K 0.1% 228
2024
Q3 		$346K Buy
+683
New +$328K 0.1% 229

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

Net Worth Advisory Group's IT Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Gartner (IT) in Q3 2025, closing a stake of 695 shares — an estimated $281K sold.

Net Worth Advisory Group first reported a position in IT in Q3 2024 and held it in 4 quarters. The position peaked at $346K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 695 Gartner shares in Q3 2025, an estimated $281K.
  • Net Worth Advisory Group first reported a position in Gartner in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Gartner position peaked at $346K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.