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OneDigital Investment Advisors’s Gartner IT Stock Holding History

OneDigital Investment 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
Q4 		– Sell
-2,273
Closed -$598K – 1554
2025
Q3 		$598K Buy
2,273
+41
+2% +$12K 0.01% 852
2025
Q2 		$902K Buy
2,232
+176
+9% +$73.6K 0.01% 670
2025
Q1 		$863K Buy
2,056
+560
+37% +$276K 0.01% 652
2024
Q4 		$725K Buy
1,496
+33
+2% +$17K 0.01% 743
2024
Q3 		$741K Sell
1,463
-138
-9% -$66.3K 0.01% 772
2024
Q2 		$719K Buy
+1,601
New +$712K 0.01% 744
2024
Q1 		– Sell
-1,101
Closed -$497K – 1130
2023
Q4 		$497K Buy
+1,101
New +$440K 0.01% 716
2019
Q3 		– Sell
-57
Closed -$9K – 855
2019
Q2 		$9K Hold
57
– – ﹤0.01% 960
2019
Q1 		$9K Hold
57
– – ﹤0.01% 896
2018
Q4 		$7K Sell
57
-24
-30% -$3.46K ﹤0.01% 910
2018
Q3 		$13K Hold
81
– – ﹤0.01% 775
2018
Q2 		$11K Sell
81
-16
-16% -$2.05K ﹤0.01% 1014
2018
Q1 		$11K Buy
97
+9
+10% +$1.12K ﹤0.01% 1007
2017
Q4 		$11K Hold
88
– – ﹤0.01% 953
2017
Q3 		$11K Hold
88
– – ﹤0.01% 799
2017
Q2 		$11K Buy
+88
New +$10.2K ﹤0.01% 922

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

OneDigital Investment Advisors's IT Position: Q4 2025 in Review

OneDigital Investment Advisors sold out of Gartner (IT) in Q4 2025, closing a stake of 2,273 shares — an estimated $598K sold.

OneDigital Investment Advisors first reported a position in IT in Q2 2017 and held it in 16 quarters. The position peaked at $902K in Q2 2025. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • OneDigital Investment Advisors reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,273 Gartner shares in Q4 2025, an estimated $598K.
  • OneDigital Investment Advisors first reported a position in Gartner in Q2 2017 and held it in 16 quarters.
  • OneDigital Investment Advisors's Gartner position peaked at $902K in Q2 2025.
  • 813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on OneDigital Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.