Premier Path Wealth Partners’s Gartner IT Stock Holding History

Premier Path Wealth Partners’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	–	Sell	-571	Closed	-$240K	–	393
2025 Q1	$240K	Buy	571 +6	+1%	+$2.96K	0.04%	344
2024 Q4	$274K	Buy	565 +18	+3%	+$9.28K	0.04%	316
2024 Q3	$277K	Sell	547 -16	-3%	-$7.69K	0.04%	311
2024 Q2	$253K	Buy	563 +5	+0.9%	+$2.23K	0.04%	320
2024 Q1	$266K	Sell	558 -2	-0.4%	-$920	0.05%	294
2023 Q4	$253K	Buy	+560	New	+$224K	0.06%	287

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Premier Path Wealth Partners's IT Position: Q2 2025 in Review

Premier Path Wealth Partners sold out of Gartner (IT) in Q2 2025, closing a stake of 571 shares — an estimated $240K sold.

Premier Path Wealth Partners first reported a position in IT in Q4 2023 and held it in 6 quarters. The position peaked at $277K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Premier Path Wealth Partners reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Premier Path Wealth Partners sold 571 Gartner shares in Q2 2025, an estimated $240K.
Premier Path Wealth Partners first reported a position in Gartner in Q4 2023 and held it in 6 quarters.
Premier Path Wealth Partners's Gartner position peaked at $277K in Q3 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Premier Path Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.