OAM
IT icon

Occidental Asset Management’s Gartner IT Stock Holding History

Occidental Asset 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
Q4 		– Sell
-1,658
Closed -$436K – 309
2025
Q3 		$436K Buy
1,658
+477
+40% +$139K 0.05% 174
2025
Q2 		$477K Buy
1,181
+26
+2% +$10.9K 0.07% 152
2025
Q1 		$485K Buy
1,155
+465
+67% +$229K 0.07% 137
2024
Q4 		$334K Buy
690
+249
+56% +$128K 0.05% 156
2024
Q3 		$223K Buy
+441
New +$212K 0.04% 196

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Occidental Asset Management's IT Position: Q4 2025 in Review

Occidental Asset Management sold out of Gartner (IT) in Q4 2025, closing a stake of 1,658 shares — an estimated $436K sold.

Occidental Asset Management first reported a position in IT in Q3 2024 and held it in 5 quarters. The position peaked at $485K in Q1 2025. 816 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Occidental Asset Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Occidental Asset Management sold 1,658 Gartner shares in Q4 2025, an estimated $436K.
  • Occidental Asset Management first reported a position in Gartner in Q3 2024 and held it in 5 quarters.
  • Occidental Asset Management's Gartner position peaked at $485K in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Occidental Asset Management's 13F filing for Q4 2025, filed 8 Jan 2026.