PWM
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Parkworth Wealth Management’s Gartner IT Stock Holding History

Parkworth Wealth 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
Q2 		$1.21K Buy
3
+1
+50% +$418 ﹤0.01% 364
2025
Q1 		$839 Hold
2
– – ﹤0.01% 297
2024
Q4 		$969 Buy
+2
New +$1.03K ﹤0.01% 287

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Parkworth Wealth Management's IT Position: Q2 2025 in Review

Parkworth Wealth Management increased its Gartner (IT) stake by 50% in Q2 2025, buying an estimated $418 and bringing the position to 3 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Parkworth Wealth Management first reported a position in IT in Q4 2024 and has held it in 3 quarters since. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Gartner worth $1.21K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Gartner share in Q2 2025, an estimated $418.
  • Gartner made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #364 holding.
  • Parkworth Wealth Management first reported a position in Gartner in Q4 2024 and has held it in 3 quarters since.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.