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Smith Salley Wealth Management’s Gartner IT Stock Holding History

Smith Salley 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
Q3 		– Sell
-5,884
Closed -$2.38M – 268
2025
Q2 		$2.38M Buy
5,884
+360
+7% +$151K 0.14% 103
2025
Q1 		$2.32M Buy
5,524
+272
+5% +$134K 0.15% 95
2024
Q4 		$2.54M Buy
5,252
+370
+8% +$191K 0.16% 88
2024
Q3 		$2.47M Buy
4,882
+236
+5% +$113K 0.16% 91
2024
Q2 		$2.09M Buy
4,646
+517
+13% +$230K 0.15% 92
2024
Q1 		$1.97M Sell
4,129
-273
-6% -$126K 0.15% 98
2023
Q4 		$1.99M Buy
4,402
+696
+19% +$278K 0.13% 110
2023
Q3 		$1.27M Buy
3,706
+221
+6% +$77.1K 0.09% 118
2023
Q2 		$1.22M Buy
3,485
+30
+0.9% +$9.77K 0.09% 117
2023
Q1 		$1.13M Sell
3,455
-33
-0.9% -$10.9K 0.09% 121
2022
Q4 		$1.17M Sell
3,488
-27
-0.8% -$8.71K 0.1% 123
2022
Q3 		$973K Buy
3,515
+155
+5% +$43.5K 0.09% 125
2022
Q2 		$813K Buy
3,360
+121
+4% +$32.2K 0.07% 140
2022
Q1 		$963K Sell
3,239
-11
-0.3% -$3.19K 0.07% 142
2021
Q4 		$1.09M Buy
3,250
+185
+6% +$59.5K 0.08% 144
2021
Q3 		$931K Buy
3,065
+274
+10% +$79.4K 0.07% 146
2021
Q2 		$676K Buy
2,791
+315
+13% +$68.9K 0.05% 167
2021
Q1 		$452K Sell
2,476
-35
-1% -$6.08K 0.04% 179
2020
Q4 		$402K Buy
2,511
+600
+31% +$86.4K 0.04% 167
2020
Q3 		$239K Buy
1,911
+68
+4% +$8.65K 0.03% 175
2020
Q2 		$224K Buy
+1,843
New +$213K 0.03% 177
2020
Q1 		– Sell
-1,347
Closed -$208K – 193
2019
Q4 		$208K Buy
+1,347
New +$206K 0.03% 193

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith Salley Wealth Management's IT Position: Q3 2025 in Review

Smith Salley Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 5,884 shares — an estimated $2.38M sold.

Smith Salley Wealth Management first reported a position in IT in Q4 2019 and held it in 22 quarters. The position peaked at $2.54M in Q4 2024. 794 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Smith Salley Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 5,884 Gartner shares in Q3 2025, an estimated $2.38M.
  • Smith Salley Wealth Management first reported a position in Gartner in Q4 2019 and held it in 22 quarters.
  • Smith Salley Wealth Management's Gartner position peaked at $2.54M in Q4 2024.
  • 794 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Smith Salley Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.