SOA Wealth Advisors’s Gartner IT Stock Holding History

SOA Wealth 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 Q2	–	Sell	-10	Closed	-$4.2K	–	906
2025 Q1	$4.2K	Hold	10	–	–	﹤0.01%	646
2024 Q4	$4.84K	Hold	10	–	–	﹤0.01%	622
2024 Q3	$5.07K	Hold	10	–	–	﹤0.01%	602
2024 Q2	$4.49K	Hold	10	–	–	﹤0.01%	616
2024 Q1	$4.77K	Hold	10	–	–	﹤0.01%	616
2023 Q4	$4.51K	Hold	10	–	–	﹤0.01%	610
2023 Q3	$3.44K	Hold	10	–	–	﹤0.01%	658
2023 Q2	$3.5K	Hold	10	–	–	﹤0.01%	660
2023 Q1	$3.26K	Hold	10	–	–	﹤0.01%	673
2022 Q4	$3.36K	Hold	10	–	–	﹤0.01%	676
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	711
2022 Q2	$2K	Sell	10 -13	-57%	-$3.46K	﹤0.01%	700
2022 Q1	$6K	Hold	23	–	–	﹤0.01%	663
2021 Q4	$7K	Hold	23	–	–	﹤0.01%	622
2021 Q3	$6K	Hold	23	–	–	﹤0.01%	660
2021 Q2	$5K	Buy	23 +18	+360%	+$3.94K	﹤0.01%	670
2021 Q1	$0	Buy	5 +3	+150%	+$522	﹤0.01%	865
2020 Q4	$0	Buy	+2	New	+$288	﹤0.01%	836

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

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

SOA Wealth Advisors sold out of Gartner (IT) in Q2 2025, closing a stake of 10 shares — an estimated $4.2K sold.

SOA Wealth Advisors first reported a position in IT in Q4 2020 and held it in 18 quarters. The position peaked at $7K in Q4 2021. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

SOA Wealth Advisors reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 10 Gartner shares in Q2 2025, an estimated $4.2K.
SOA Wealth Advisors first reported a position in Gartner in Q4 2020 and held it in 18 quarters.
SOA Wealth Advisors's Gartner position peaked at $7K in Q4 2021.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.