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Private Wealth Asset Management’s Gartner IT Stock Holding History

Private Wealth Asset 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 		– Sell
-2
Closed -$839 – 1175
2025
Q1 		$839 Buy
+2
New +$986 ﹤0.01% 923

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

Private Wealth Asset Management's IT Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Gartner (IT) in Q2 2025, closing a stake of 2 shares — an estimated $839 sold.

Private Wealth Asset Management first reported a position in IT in Q1 2025 and held it in 1 quarter. The position peaked at $839 in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 Gartner shares in Q2 2025, an estimated $839.
  • Private Wealth Asset Management first reported a position in Gartner in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Gartner position peaked at $839 in Q1 2025.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.