OWA
IT icon

One Wealth Advisors’s Gartner IT Stock Holding History

One Wealth 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
Q1 		– Sell
-591
Closed -$286K – 296
2024
Q4 		$286K Hold
591
– – 0.04% 195
2024
Q3 		$299K Hold
591
– – 0.05% 201
2024
Q2 		$284K Buy
591
+37
+7% +$16.5K 0.06% 165
2024
Q1 		$264K Buy
554
+3
+0.5% +$1.38K 0.05% 200
2023
Q4 		$249K Sell
551
-305
-36% -$122K 0.05% 183
2023
Q3 		$294K Sell
856
-218
-20% -$76K 0.07% 142
2023
Q2 		$376K Sell
1,074
-75
-7% -$24.4K 0.08% 129
2023
Q1 		$374K Sell
1,149
-372
-24% -$123K 0.09% 128
2022
Q4 		$511K Sell
1,521
-751
-33% -$242K 0.12% 94
2022
Q3 		$629K Sell
2,272
-681
-23% -$191K 0.21% 63
2022
Q2 		$714K Sell
2,953
-61
-2% -$16.2K 0.19% 70
2022
Q1 		$897K Buy
3,014
+559
+23% +$162K 0.22% 60
2021
Q4 		$821K Buy
2,455
+260
+12% +$83.6K 0.21% 61
2021
Q3 		$667K Buy
2,195
+605
+38% +$175K 0.2% 68
2021
Q2 		$385K Buy
+1,590
New +$348K 0.12% 93
2019
Q2 		– Sell
-64
Closed -$10K – 293
2019
Q1 		$10K Buy
+64
New +$8.88K 0.01% 317
2018
Q4 		– Sell
-156
Closed -$25K – 286
2018
Q3 		$25K Hold
156
– – 0.02% 300
2018
Q2 		$21K Sell
156
-4
-3% -$512 0.02% 305
2018
Q1 		$19K Sell
160
-8
-5% -$999 0.02% 300
2017
Q4 		$21K Buy
+168
New +$20.4K 0.02% 324

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

One Wealth Advisors's IT Position: Q1 2025 in Review

One Wealth Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 591 shares — an estimated $286K sold.

One Wealth Advisors first reported a position in IT in Q4 2017 and held it in 20 quarters. The position peaked at $897K in Q1 2022. 922 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • One Wealth Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • One Wealth Advisors sold 591 Gartner shares in Q1 2025, an estimated $286K.
  • One Wealth Advisors first reported a position in Gartner in Q4 2017 and held it in 20 quarters.
  • One Wealth Advisors's Gartner position peaked at $897K in Q1 2022.
  • 922 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on One Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.