WA
IT icon

Wealth Alliance’s Gartner IT Stock Holding History

Wealth Alliance’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
-1,121
Closed -$453K – 579
2025
Q2 		$453K Buy
1,121
+33
+3% +$13.8K 0.05% 312
2025
Q1 		$457K Buy
1,088
+5
+0.5% +$2.46K 0.06% 294
2024
Q4 		$525K Sell
1,083
-137
-11% -$70.6K 0.06% 252
2024
Q3 		$618K Buy
1,220
+7
+0.6% +$3.37K 0.07% 230
2024
Q2 		$545K Buy
1,213
+82
+7% +$36.5K 0.07% 236
2024
Q1 		$539K Sell
1,131
-47
-4% -$21.6K 0.07% 257
2023
Q4 		$531K Sell
1,178
-84
-7% -$33.6K 0.07% 246
2023
Q3 		$434K Buy
1,262
+34
+3% +$11.9K 0.07% 262
2023
Q2 		$430K Sell
1,228
-117
-9% -$38.1K 0.06% 278
2023
Q1 		$438K Sell
1,345
-57
-4% -$18.8K 0.07% 263
2022
Q4 		$471K Sell
1,402
-87
-6% -$28.1K 0.08% 245
2022
Q3 		$412K Buy
1,489
+306
+26% +$85.8K 0.08% 249
2022
Q2 		$286K Sell
1,183
-46
-4% -$12.2K 0.05% 337
2022
Q1 		$366K Sell
1,229
-313
-20% -$90.6K 0.07% 287
2021
Q4 		$515K Buy
1,542
+41
+3% +$13.2K 0.1% 216
2021
Q3 		$456K Buy
1,501
+14
+0.9% +$4.06K 0.1% 221
2021
Q2 		$360K Sell
1,487
-219
-13% -$47.9K 0.08% 275
2021
Q1 		$311K Buy
1,706
+29
+2% +$5.04K 0.09% 279
2020
Q4 		$269K Buy
+1,677
New +$242K 0.08% 302

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

Wealth Alliance's IT Position: Q3 2025 in Review

Wealth Alliance sold out of Gartner (IT) in Q3 2025, closing a stake of 1,121 shares — an estimated $453K sold.

Wealth Alliance first reported a position in IT in Q4 2020 and held it in 19 quarters. The position peaked at $618K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Wealth Alliance reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,121 Gartner shares in Q3 2025, an estimated $453K.
  • Wealth Alliance first reported a position in Gartner in Q4 2020 and held it in 19 quarters.
  • Wealth Alliance's Gartner position peaked at $618K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.