WAG
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Wallace Advisory Group’s Gartner IT Stock Holding History

Wallace Advisory Group’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
-528
Closed -$213K – 147
2025
Q3 		$213K Sell
528
-162
-23% -$47.2K 0.17% 159
2025
Q2 		$290K Buy
690
+8
+1% +$3.35K 0.21% 136
2025
Q1 		$330K Sell
682
-302
-31% -$149K 0.23% 128
2024
Q4 		$499K Buy
984
+26
+3% +$13.4K 0.34% 81
2024
Q3 		$430K Sell
958
-22
-2% -$10.6K 0.31% 86
2024
Q2 		$440K Buy
980
+23
+2% +$10.2K 0.32% 85
2024
Q1 		$432K Buy
957
+20
+2% +$9.21K 0.32% 86
2023
Q4 		$322K Sell
937
-45
-5% -$18K 0.25% 101
2023
Q3 		$344K Sell
982
-284
-22% -$99.1K 0.25% 110
2023
Q2 		$412K Hold
1,266
– – 0.31% 90
2023
Q1 		$412K Sell
1,266
-11
-0.9% -$3.64K 0.31% 90
2022
Q4 		$429K Buy
+1,277
New +$412K 0.34% 77

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wallace Advisory Group's IT Position: Q4 2025 in Review

Wallace Advisory Group sold out of Gartner (IT) in Q4 2025, closing a stake of 528 shares — an estimated $213K sold.

Wallace Advisory Group first reported a position in IT in Q4 2022 and held it in 12 quarters. The position peaked at $499K in Q4 2024. 812 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Wallace Advisory Group reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 528 Gartner shares in Q4 2025, an estimated $213K.
  • Wallace Advisory Group first reported a position in Gartner in Q4 2022 and held it in 12 quarters.
  • Wallace Advisory Group's Gartner position peaked at $499K in Q4 2024.
  • 812 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.