Waldron Private Wealth’s Gartner IT Stock Holding History

Waldron Private Wealth’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	-421	Closed	-$204K	–	360
2024 Q4	$204K	Hold	421	–	–	0.01%	401
2024 Q3	$213K	Sell	421 -27	-6%	-$13K	0.01%	391
2024 Q2	$201K	Sell	448 -30	-6%	-$13.3K	0.01%	392
2024 Q1	$228K	Buy	478 +13	+3%	+$5.98K	0.01%	370
2023 Q4	$210K	Buy	+465	New	+$186K	0.01%	384

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

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

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

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

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

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

Waldron Private Wealth's IT Position: Q1 2025 in Review

Waldron Private Wealth sold out of Gartner (IT) in Q1 2025, closing a stake of 421 shares — an estimated $204K sold.

Waldron Private Wealth first reported a position in IT in Q4 2023 and held it in 5 quarters. The position peaked at $228K in Q1 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

Waldron Private Wealth reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 421 Gartner shares in Q1 2025, an estimated $204K.
Waldron Private Wealth first reported a position in Gartner in Q4 2023 and held it in 5 quarters.
Waldron Private Wealth's Gartner position peaked at $228K in Q1 2024.
920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.