SWM
IT icon

Salvus Wealth Management’s Gartner IT Stock Holding History

Salvus Wealth 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
-502
Closed -$211K – 129
2025
Q1 		$211K Sell
502
-162
-24% -$79.8K 0.13% 113
2024
Q4 		$322K Buy
664
+4
+0.6% +$2.06K 0.21% 95
2024
Q3 		$334K Buy
660
+15
+2% +$7.21K 0.21% 97
2024
Q2 		$290K Buy
645
+18
+3% +$8.01K 0.2% 96
2024
Q1 		$299K Sell
627
-37
-6% -$17K 0.2% 93
2023
Q4 		$300K Sell
664
-44
-6% -$17.6K 0.21% 92
2023
Q3 		$243K Buy
708
+24
+4% +$8.37K 0.19% 95
2023
Q2 		$240K Buy
684
+23
+3% +$7.49K 0.18% 93
2023
Q1 		$215K Buy
661
+40
+6% +$13.2K 0.17% 98
2022
Q4 		$209K Buy
+621
New +$200K 0.19% 89
2022
Q2 		– Sell
-828
Closed -$246K – 101
2022
Q1 		$246K Buy
828
+50
+6% +$14.5K 0.19% 92
2021
Q4 		$260K Buy
+778
New +$250K 0.19% 89

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

Salvus Wealth Management's IT Position: Q2 2025 in Review

Salvus Wealth Management sold out of Gartner (IT) in Q2 2025, closing a stake of 502 shares — an estimated $211K sold.

Salvus Wealth Management first reported a position in IT in Q4 2021 and held it in 12 quarters. The position peaked at $334K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Salvus Wealth Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Salvus Wealth Management sold 502 Gartner shares in Q2 2025, an estimated $211K.
  • Salvus Wealth Management first reported a position in Gartner in Q4 2021 and held it in 12 quarters.
  • Salvus Wealth Management's Gartner position peaked at $334K in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Salvus Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.