RCAG
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Rehmann Capital Advisory Group’s Gartner IT Stock Holding History

Rehmann Capital Advisory Group’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
Q3 		– Sell
-585
Closed -$236K – 658
2025
Q2 		$236K Sell
585
-48
-8% -$20.1K 0.01% 536
2025
Q1 		$266K Buy
633
+13
+2% +$6.41K 0.02% 511
2024
Q4 		$300K Buy
620
+3
+0.5% +$1.55K 0.02% 470
2024
Q3 		$314K Sell
617
-32
-5% -$15.4K 0.02% 453
2024
Q2 		$291K Sell
649
-8
-1% -$3.56K 0.02% 452
2024
Q1 		$313K Hold
657
– – 0.02% 441
2023
Q4 		$296K Hold
657
– – 0.02% 436
2023
Q3 		$226K Sell
657
-7
-1% -$2.44K 0.02% 469
2023
Q2 		$233K Buy
664
+18
+3% +$5.86K 0.02% 486
2023
Q1 		$210K Buy
646
+19
+3% +$6.28K 0.02% 505
2022
Q4 		$211K Buy
+627
New +$202K 0.02% 506
2022
Q1 		– Sell
-645
Closed -$216K – 557
2021
Q4 		$216K Sell
645
-10
-2% -$3.21K 0.02% 510
2021
Q3 		$200K Buy
+655
New +$190K 0.02% 531
2019
Q3 		$141K Buy
985
+19
+2% +$2.76K 0.02% 380
2019
Q2 		$155K Buy
966
+1
+0.1% +$156 0.02% 488
2019
Q1 		$146K Sell
965
-69
-7% -$9.58K 0.02% 484
2018
Q4 		$132K Sell
1,034
-4
-0.4% -$577 0.02% 332
2018
Q3 		$165K Sell
1,038
-2
-0.2% -$290 0.02% 451
2018
Q2 		$138K Buy
1,040
+573
+123% +$73.3K 0.02% 473
2018
Q1 		$55K Buy
+467
New +$58.3K 0.01% 731

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 $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rehmann Capital Advisory Group's IT Position: Q3 2025 in Review

Rehmann Capital Advisory Group sold out of Gartner (IT) in Q3 2025, closing a stake of 585 shares — an estimated $236K sold.

Rehmann Capital Advisory Group first reported a position in IT in Q1 2018 and held it in 20 quarters. The position peaked at $314K in Q3 2024. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Rehmann Capital Advisory Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 585 Gartner shares in Q3 2025, an estimated $236K.
  • Rehmann Capital Advisory Group first reported a position in Gartner in Q1 2018 and held it in 20 quarters.
  • Rehmann Capital Advisory Group's Gartner position peaked at $314K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2025, filed 13 Nov 2025.