SBIA
IT icon

Sheaff Brock Investment Advisors’s Gartner IT Stock Holding History

Sheaff Brock 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 		$1.85M Sell
4,405
-24
-0.5% -$11.8K 0.17% 108
2024
Q4 		$2.15M Sell
4,429
-5
-0.1% -$2.58K 0.19% 100
2024
Q3 		$2.25M Buy
4,434
+24
+0.5% +$11.5K 0.2% 100
2024
Q2 		$1.98M Sell
4,410
-390
-8% -$174K 0.18% 107
2024
Q1 		$2.29M Sell
4,800
-100
-2% -$46K 0.14% 107
2023
Q4 		$2.21M Buy
4,900
+22
+0.5% +$8.79K 0.17% 96
2023
Q3 		$1.68M Sell
4,878
-26
-0.5% -$9.07K 0.15% 110
2023
Q2 		$1.72M Sell
4,904
-61
-1% -$19.9K 0.14% 112
2023
Q1 		$1.62M Sell
4,965
-37
-0.7% -$12.2K 0.15% 113
2022
Q4 		$1.68M Sell
5,002
-43
-0.9% -$13.9K 0.17% 103
2022
Q3 		$1.4M Sell
5,045
-95
-2% -$26.6K 0.15% 111
2022
Q2 		$1.24M Buy
5,140
+70
+1% +$18.6K 0.1% 127
2022
Q1 		$1.51M Buy
5,070
+87
+2% +$25.2K 0.1% 126
2021
Q4 		$1.67M Buy
+4,983
New +$1.6M 0.11% 128

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 $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $315B AUM 27.84% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Sheaff Brock Investment Advisors's IT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Gartner (IT) stake by 0.54% in Q1 2025, selling an estimated $11.8K and leaving 4,405 shares worth $1.85M. The position accounts for 0.17% of the portfolio, ranked #108.

Sheaff Brock Investment Advisors first reported a position in IT in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.29M in Q1 2024. 921 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 4,405 shares of Gartner worth $1.85M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 24 Gartner shares in Q1 2025, an estimated $11.8K.
  • Gartner made up 0.17% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #108 holding.
  • Sheaff Brock Investment Advisors first reported a position in Gartner in Q4 2021 and has held it in 14 quarters since.
  • Sheaff Brock Investment Advisors's Gartner position peaked at $2.29M in Q1 2024.
  • 921 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.