OPS
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Orion Portfolio Solutions’s Gartner IT Stock Holding History

Orion Portfolio Solutions’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 		$10M Buy
23,924
+2,709
+13% +$1.34M 0.1% 199
2024
Q4 		$10.3M Sell
21,215
-2,758
-12% -$1.42M 0.1% 186
2024
Q3 		$12.1M Buy
23,973
+1,212
+5% +$583K 0.12% 165
2024
Q2 		$10.2M Buy
22,761
+14,643
+180% +$6.51M 0.11% 183
2024
Q1 		$3.87M Buy
8,118
+98
+1% +$45.1K 0.04% 390
2023
Q4 		$3.5M Sell
8,020
-647
-7% -$258K 0.04% 397
2023
Q3 		$2.98M Sell
8,667
-1,678
-16% -$585K 0.04% 444
2023
Q2 		$3.62M Sell
10,345
-2,781
-21% -$906K 0.04% 419
2023
Q1 		$4.28M Buy
13,126
+1,894
+17% +$626K 0.05% 310
2022
Q4 		$3.78M Sell
11,232
-523
-4% -$169K 0.13% 111
2022
Q3 		$3.25M Sell
11,755
-412
-3% -$116K 0.13% 113
2022
Q2 		$2.94M Sell
12,167
-3,848
-24% -$1.02M 0.12% 117
2022
Q1 		$4.76M Sell
16,015
-682
-4% -$197K 0.17% 88
2021
Q4 		$5.58M Buy
16,697
+1,719
+11% +$553K 0.19% 72
2021
Q3 		$4.55M Buy
14,978
+2,961
+25% +$858K 0.17% 87
2021
Q2 		$2.91M Sell
12,017
-634
-5% -$139K 0.11% 117
2021
Q1 		$2.31M Buy
12,651
+3,986
+46% +$693K 0.1% 122
2020
Q4 		$1.39M Buy
8,665
+3,379
+64% +$487K 0.06% 164
2020
Q3 		$660K Buy
5,286
+5,126
+3,204% +$652K 0.03% 226
2020
Q2 		$19K Buy
160
+43
+37% +$4.97K ﹤0.01% 972
2020
Q1 		$12K Buy
117
+21
+22% +$2.88K ﹤0.01% 1003
2019
Q4 		$15K Buy
+96
New +$14.7K ﹤0.01% 862

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

Orion Portfolio Solutions's IT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Gartner (IT) stake by 13% in Q1 2025, buying an estimated $1.34M and bringing the position to 23,924 shares worth $10M. The position accounts for 0.1% of the portfolio, ranked #199.

Orion Portfolio Solutions first reported a position in IT in Q4 2019 and has held it in 22 quarters since. The position peaked at $12.1M in Q3 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Orion Portfolio Solutions held 23,924 shares of Gartner worth $10M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,709 Gartner shares in Q1 2025, an estimated $1.34M.
  • Gartner made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #199 holding.
  • Orion Portfolio Solutions first reported a position in Gartner in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Gartner position peaked at $12.1M in Q3 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.