WCM
IT icon

WealthTrak Capital Management’s Gartner IT Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-3
Closed -$1.21K – 486
2025
Q2 		$1.21K Hold
3
– – ﹤0.01% 507
2025
Q1 		$1.26K Hold
3
– – ﹤0.01% 474
2024
Q4 		$1.45K Buy
+3
New +$1.55K ﹤0.01% 374

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrak Capital Management's IT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Gartner (IT) in Q3 2025, closing a stake of 3 shares — an estimated $1.21K sold.

WealthTrak Capital Management first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $1.45K in Q4 2024. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 3 Gartner shares in Q3 2025, an estimated $1.21K.
  • WealthTrak Capital Management first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Gartner position peaked at $1.45K in Q4 2024.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.