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Wedbush Securities’s Gartner IT Stock Holding History

Wedbush Securities’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
-450
Closed -$218K – 1145
2024
Q4 		$218K Sell
450
-54
-11% -$27.8K 0.01% 985
2024
Q3 		$255K Buy
504
+5
+1% +$2.4K 0.01% 879
2024
Q2 		$224K Sell
499
-15
-3% -$6.67K 0.01% 1010
2024
Q1 		$245K Sell
514
-135
-21% -$62.1K 0.01% 976
2023
Q4 		$293K Buy
649
+33
+5% +$13.2K 0.01% 781
2023
Q3 		$212K Hold
616
– – 0.01% 888
2023
Q2 		$216K Sell
616
-98
-14% -$31.9K 0.01% 900
2023
Q1 		$233K Buy
714
+36
+5% +$11.9K 0.01% 870
2022
Q4 		$228K Buy
+678
New +$219K 0.01% 846
2022
Q1 		– Sell
-705
Closed -$236K – 1153
2021
Q4 		$236K Sell
705
-73
-9% -$23.5K 0.01% 987
2021
Q3 		$236K Sell
778
-57
-7% -$16.5K 0.01% 982
2021
Q2 		$202K Buy
+835
New +$183K 0.01% 1059

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

Wedbush Securities's IT Position: Q1 2025 in Review

Wedbush Securities sold out of Gartner (IT) in Q1 2025, closing a stake of 450 shares — an estimated $218K sold.

Wedbush Securities first reported a position in IT in Q2 2021 and held it in 12 quarters. The position peaked at $293K in Q4 2023. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Wedbush Securities reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Wedbush Securities sold 450 Gartner shares in Q1 2025, an estimated $218K.
  • Wedbush Securities first reported a position in Gartner in Q2 2021 and held it in 12 quarters.
  • Wedbush Securities's Gartner position peaked at $293K in Q4 2023.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Wedbush Securities's 13F filing for Q1 2025, filed 6 May 2025.