OFS
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OneAscent Financial Services’s Gartner IT Stock Holding History

OneAscent Financial 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
Q1 		– Sell
-518
Closed -$251K – 508
2024
Q4 		$251K Buy
+518
New +$267K 0.02% 396
2024
Q1 		– Sell
-465
Closed -$210K – 397
2023
Q4 		$210K Sell
465
-158
-25% -$63.1K 0.03% 340
2023
Q3 		$214K Buy
+623
New +$217K 0.06% 244

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

OneAscent Financial Services's IT Position: Q1 2025 in Review

OneAscent Financial Services sold out of Gartner (IT) in Q1 2025, closing a stake of 518 shares — an estimated $251K sold.

OneAscent Financial Services first reported a position in IT in Q3 2023 and held it in 3 quarters. The position peaked at $251K in Q4 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • OneAscent Financial Services reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 518 Gartner shares in Q1 2025, an estimated $251K.
  • OneAscent Financial Services first reported a position in Gartner in Q3 2023 and held it in 3 quarters.
  • OneAscent Financial Services's Gartner position peaked at $251K in Q4 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on OneAscent Financial Services's 13F filing for Q1 2025, filed 5 May 2025.