Nicolet Advisory Services’s Gartner IT Stock Holding History

Nicolet Advisory Services’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 Q4	$216K	Sell	891 -25	-3%	-$6.02K	0.01%	396
2025 Q3	$225K	Sell	916 -53	-5%	-$15.5K	0.02%	370
2025 Q2	$318K	Buy	969 +246	+34%	+$103K	0.03%	292
2025 Q1	$283K	Sell	723 -32	-4%	-$15.8K	0.03%	293
2024 Q4	$369K	Sell	755 -79	-9%	-$40.7K	0.03%	253
2024 Q3	$424K	Sell	834 -18	-2%	-$8.65K	0.04%	231
2024 Q2	$382K	Buy	852 +51	+6%	+$22.7K	0.04%	240
2024 Q1	$376K	Buy	801 +94	+13%	+$43.3K	0.04%	226
2023 Q4	$301K	Buy	707 +17	+2%	+$6.79K	0.03%	243
2023 Q3	$240K	Buy	690 +1	+0.1%	+$349	0.03%	264
2023 Q2	$241K	Buy	689 +3	+0.4%	+$977	0.03%	272
2023 Q1	$215K	Buy	+686	New	+$227K	0.02%	262

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nicolet Advisory Services's IT Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Gartner (IT) stake by 2.7% in Q4 2025, selling an estimated $6.02K and leaving 891 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #396.

Nicolet Advisory Services first reported a position in IT in Q1 2023 and has held it in 12 quarters since. The position peaked at $424K in Q3 2024. 815 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Nicolet Advisory Services held 891 shares of Gartner worth $216K as of Q4 2025.
Nicolet Advisory Services sold 25 Gartner shares in Q4 2025, an estimated $6.02K.
Gartner made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #396 holding.
Nicolet Advisory Services first reported a position in Gartner in Q1 2023 and has held it in 12 quarters since.
Nicolet Advisory Services's Gartner position peaked at $424K in Q3 2024.
815 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.