VHAM
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Van Hulzen Asset Management’s Gartner IT Stock Holding History

Van Hulzen Asset 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
Q1 		– Sell
-100
Closed -$48.4K – 689
2024
Q4 		$48.4K Buy
+100
New +$51.6K ﹤0.01% 510

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Van Hulzen Asset Management's IT Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Gartner (IT) in Q1 2025, closing a stake of 100 shares — an estimated $48.4K sold.

Van Hulzen Asset Management first reported a position in IT in Q4 2024 and held it in 1 quarter. The position peaked at $48.4K in Q4 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 100 Gartner shares in Q1 2025, an estimated $48.4K.
  • Van Hulzen Asset Management first reported a position in Gartner in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Gartner position peaked at $48.4K in Q4 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.