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Signal Advisors Wealth’s Gartner IT Stock Holding History

Signal Advisors Wealth’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
-743
Closed -$312K – 510
2025
Q1 		$312K Buy
743
+2
+0.3% +$986 0.03% 361
2024
Q4 		$359K Buy
741
+51
+7% +$26.3K 0.04% 323
2024
Q3 		$350K Buy
+690
New +$332K 0.05% 315

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

Signal Advisors Wealth's IT Position: Q2 2025 in Review

Signal Advisors Wealth sold out of Gartner (IT) in Q2 2025, closing a stake of 743 shares — an estimated $312K sold.

Signal Advisors Wealth first reported a position in IT in Q3 2024 and held it in 3 quarters. The position peaked at $359K in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Signal Advisors Wealth reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 743 Gartner shares in Q2 2025, an estimated $312K.
  • Signal Advisors Wealth first reported a position in Gartner in Q3 2024 and held it in 3 quarters.
  • Signal Advisors Wealth's Gartner position peaked at $359K in Q4 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.