WAM
IT icon

Weiss Asset Management’s Gartner IT Stock Holding History

Weiss Asset 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
Q2 		– Sell
-44,048
Closed -$18.5M – 471
2025
Q1 		$18.5M Buy
+44,048
New +$21.7M 0.37% 48
2024
Q2 		– Sell
-20,415
Closed -$9.73M – 351
2024
Q1 		$9.73M Buy
20,415
+19,807
+3,258% +$9.12M 0.33% 77
2023
Q4 		$274K Buy
+608
New +$243K 0.01% 281

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Weiss Asset Management's IT Position: Q2 2025 in Review

Weiss Asset Management sold out of Gartner (IT) in Q2 2025, closing a stake of 44,048 shares — an estimated $18.5M sold.

Weiss Asset Management first reported a position in IT in Q4 2023 and held it in 3 quarters. The position peaked at $18.5M in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Weiss Asset Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Weiss Asset Management sold 44,048 Gartner shares in Q2 2025, an estimated $18.5M.
  • Weiss Asset Management first reported a position in Gartner in Q4 2023 and held it in 3 quarters.
  • Weiss Asset Management's Gartner position peaked at $18.5M in Q1 2025.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Weiss Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.