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One Wealth Capital Management’s Gartner IT Stock Holding History

One Wealth Capital 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
Q3 		– Sell
-667
Closed -$270K – 127
2025
Q2 		$270K Buy
667
+10
+2% +$4.18K 0.13% 85
2025
Q1 		$276K Sell
657
-49
-7% -$24.1K 0.15% 81
2024
Q4 		$342K Buy
+706
New +$364K 0.17% 68

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

One Wealth Capital Management's IT Position: Q3 2025 in Review

One Wealth Capital Management sold out of Gartner (IT) in Q3 2025, closing a stake of 667 shares — an estimated $270K sold.

One Wealth Capital Management first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $342K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • One Wealth Capital Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • One Wealth Capital Management sold 667 Gartner shares in Q3 2025, an estimated $270K.
  • One Wealth Capital Management first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
  • One Wealth Capital Management's Gartner position peaked at $342K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on One Wealth Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.