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Summit Wealth Group (Colorado)’s Gartner IT Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-2,862
Closed -$983K – 440
2025
Q3 		$983K Buy
+2,862
New +$835K 0.1% 168

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 $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Gartner (IT) in Q4 2025, closing a stake of 2,862 shares — an estimated $983K sold.

Summit Wealth Group (Colorado) first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $983K in Q3 2025. 816 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,862 Gartner shares in Q4 2025, an estimated $983K.
  • Summit Wealth Group (Colorado) first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Gartner position peaked at $983K in Q3 2025.
  • 816 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.