Unique Wealth Strategies’s Gartner IT Stock Holding History

Unique Wealth Strategies’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	-1,104	Closed	-$464K	–	220
2025 Q1	$464K	Buy	1,104 +23	+2%	+$11.3K	0.21%	145
2024 Q4	$524K	Buy	1,081 +50	+5%	+$25.8K	0.23%	133
2024 Q3	$523K	Buy	1,031 +79	+8%	+$38K	0.22%	120
2024 Q2	$454K	Hold	952	–	–	0.21%	150
2024 Q1	$454K	Buy	+952	New	+$438K	0.22%	150

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Unique Wealth Strategies's IT Position: Q2 2025 in Review

Unique Wealth Strategies sold out of Gartner (IT) in Q2 2025, closing a stake of 1,104 shares — an estimated $464K sold.

Unique Wealth Strategies first reported a position in IT in Q1 2024 and held it in 5 quarters. The position peaked at $524K in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Unique Wealth Strategies reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Unique Wealth Strategies sold 1,104 Gartner shares in Q2 2025, an estimated $464K.
Unique Wealth Strategies first reported a position in Gartner in Q1 2024 and held it in 5 quarters.
Unique Wealth Strategies's Gartner position peaked at $524K in Q4 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.