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Rise Advisors’s Gartner IT Stock Holding History

Rise 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
Q4 		– Sell
-46
Closed -$12.1K – 755
2025
Q3 		$12.1K Buy
46
+2
+5% +$583 ﹤0.01% 886
2025
Q2 		$17.8K Buy
44
+4
+10% +$1.67K 0.01% 607
2025
Q1 		$16.8K Sell
40
-6
-13% -$2.96K 0.01% 614
2024
Q4 		$22.3K Buy
46
+1
+2% +$516 0.01% 579
2024
Q3 		$22.8K Hold
45
– – 0.01% 606
2024
Q2 		$20.2K Hold
45
– – 0.01% 634
2024
Q1 		$21.4K Buy
+45
New +$20.7K 0.01% 603

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's IT Position: Q4 2025 in Review

Rise Advisors sold out of Gartner (IT) in Q4 2025, closing a stake of 46 shares — an estimated $12.1K sold.

Rise Advisors first reported a position in IT in Q1 2024 and held it in 7 quarters. The position peaked at $22.8K in Q3 2024. 816 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Rise Advisors reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 46 Gartner shares in Q4 2025, an estimated $12.1K.
  • Rise Advisors first reported a position in Gartner in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Gartner position peaked at $22.8K in Q3 2024.
  • 816 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.