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Opal Wealth Advisors’s Gartner IT Stock Holding History

Opal 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
Q3 		– Sell
-125
Closed -$50.5K – 363
2025
Q2 		$50.5K Sell
125
-253
-67% -$106K 0.01% 376
2025
Q1 		$159K Sell
378
-272
-42% -$134K 0.05% 204
2024
Q4 		$315K Sell
650
-84
-11% -$43.3K 0.09% 123
2024
Q3 		$372K Sell
734
-40
-5% -$19.2K 0.12% 105
2024
Q2 		$348K Sell
774
-43
-5% -$19.1K 0.11% 110
2024
Q1 		$389K Buy
817
+14
+2% +$6.44K 0.13% 104
2023
Q4 		$362K Sell
803
-3
-0.4% -$1.2K 0.14% 108
2023
Q3 		$277K Sell
806
-30
-4% -$10.5K 0.16% 110
2023
Q2 		$293K Sell
836
-9
-1% -$2.93K 0.15% 99
2023
Q1 		$275K Buy
845
+67
+9% +$22.1K 0.16% 83
2022
Q4 		$262K Sell
778
-113
-13% -$36.5K 0.14% 90
2022
Q3 		$247K Sell
891
-11
-1% -$3.08K 0.18% 80
2022
Q2 		$218K Sell
902
-19
-2% -$5.05K 0.14% 96
2022
Q1 		$274K Buy
921
+58
+7% +$16.8K 0.24% 73
2021
Q4 		$289K Buy
+863
New +$277K 0.18% 87

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

Opal Wealth Advisors's IT Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 125 shares — an estimated $50.5K sold.

Opal Wealth Advisors first reported a position in IT in Q4 2021 and held it in 15 quarters. The position peaked at $389K in Q1 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 125 Gartner shares in Q3 2025, an estimated $50.5K.
  • Opal Wealth Advisors first reported a position in Gartner in Q4 2021 and held it in 15 quarters.
  • Opal Wealth Advisors's Gartner position peaked at $389K in Q1 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.