TWM
IT icon

Tradition Wealth Management’s Gartner IT Stock Holding History

Tradition 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
-498
Closed -$201K – 500
2025
Q2 		$201K Buy
498
+1
+0.2% +$418 0.02% 429
2025
Q1 		$209K Buy
497
+1
+0.2% +$493 0.02% 402
2024
Q4 		$240K Hold
496
– – 0.02% 363
2024
Q3 		$251K Buy
496
+1
+0.2% +$481 0.02% 357
2024
Q2 		$222K Buy
495
+1
+0.2% +$445 0.02% 363
2024
Q1 		$235K Hold
494
– – 0.02% 343
2023
Q4 		$223K Hold
494
– – 0.02% 310
2023
Q3 		$170K Hold
494
– – 0.02% 330
2023
Q2 		$173K Hold
494
– – 0.02% 333
2023
Q1 		$161K Hold
494
– – 0.02% 334
2022
Q4 		$166K Hold
494
– – 0.02% 291
2022
Q3 		$137K Buy
+494
New +$139K 0.02% 312

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

Tradition Wealth Management's IT Position: Q3 2025 in Review

Tradition Wealth Management sold out of Gartner (IT) in Q3 2025, closing a stake of 498 shares — an estimated $201K sold.

Tradition Wealth Management first reported a position in IT in Q3 2022 and held it in 12 quarters. The position peaked at $251K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Tradition Wealth Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 498 Gartner shares in Q3 2025, an estimated $201K.
  • Tradition Wealth Management first reported a position in Gartner in Q3 2022 and held it in 12 quarters.
  • Tradition Wealth Management's Gartner position peaked at $251K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Tradition Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.