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Roehl & Yi Investment Advisors’s Gartner IT Stock Holding History

Roehl & Yi Investment 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
Q1 		– Sell
-512
Closed -$248K – 163
2024
Q4 		$248K Buy
+512
New +$264K 0.14% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Roehl & Yi Investment Advisors's IT Position: Q1 2025 in Review

Roehl & Yi Investment Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 512 shares — an estimated $248K sold.

Roehl & Yi Investment Advisors first reported a position in IT in Q4 2024 and held it in 1 quarter. The position peaked at $248K in Q4 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Roehl & Yi Investment Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 512 Gartner shares in Q1 2025, an estimated $248K.
  • Roehl & Yi Investment Advisors first reported a position in Gartner in Q4 2024 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's Gartner position peaked at $248K in Q4 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2025, filed 29 May 2026.