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Procyon Advisors’s Gartner IT Stock Holding History

Procyon 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
Q2 		– Sell
-2,723
Closed -$1.14M – 545
2025
Q1 		$1.14M Buy
2,723
+82
+3% +$40.4K 0.07% 243
2024
Q4 		$1.28M Buy
2,641
+38
+1% +$19.6K 0.08% 214
2024
Q3 		$1.32M Buy
2,603
+256
+11% +$123K 0.09% 206
2024
Q2 		$1.05M Buy
2,347
+37
+2% +$16.5K 0.08% 214
2024
Q1 		$1.1M Sell
2,310
-120
-5% -$55.2K 0.09% 212
2023
Q4 		$1.1M Sell
2,430
-163
-6% -$65.1K 0.09% 201
2023
Q3 		$891K Buy
2,593
+1,725
+199% +$602K 0.09% 207
2023
Q2 		$304K Buy
868
+195
+29% +$63.5K 0.04% 359
2023
Q1 		$219K Sell
673
-2
-0.3% -$661 0.04% 353
2022
Q4 		$227K Sell
675
-269
-28% -$86.8K 0.04% 334
2022
Q3 		$261K Buy
944
+9
+1% +$2.52K 0.06% 267
2022
Q2 		$226K Sell
935
-20
-2% -$5.32K 0.05% 289
2022
Q1 		$284K Buy
955
+78
+9% +$22.6K 0.06% 272
2021
Q4 		$293K Sell
877
-689
-44% -$222K 0.06% 256
2021
Q3 		$476K Sell
1,566
-10
-0.6% -$2.9K 0.12% 162
2021
Q2 		$382K Sell
1,576
-516
-25% -$113K 0.1% 172
2021
Q1 		$382K Sell
2,092
-284
-12% -$49.4K 0.17% 142
2020
Q4 		$381K Hold
2,376
– – 0.19% 133
2020
Q3 		$297K Buy
2,376
+585
+33% +$74.4K 0.17% 142
2020
Q2 		$217K Hold
1,791
– – 0.12% 179
2020
Q1 		$178K Hold
1,791
– – 0.12% 166
2019
Q4 		$276K Buy
+1,791
New +$273K 0.17% 125

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Procyon Advisors's IT Position: Q2 2025 in Review

Procyon Advisors sold out of Gartner (IT) in Q2 2025, closing a stake of 2,723 shares — an estimated $1.14M sold.

Procyon Advisors first reported a position in IT in Q4 2019 and held it in 22 quarters. The position peaked at $1.32M in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Procyon Advisors reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 2,723 Gartner shares in Q2 2025, an estimated $1.14M.
  • Procyon Advisors first reported a position in Gartner in Q4 2019 and held it in 22 quarters.
  • Procyon Advisors's Gartner position peaked at $1.32M in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.