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Wellspring Financial Advisors’s Gartner IT Stock Holding History

Wellspring Financial Advisors’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
-460
Closed -$223K – 145
2024
Q4 		$223K Sell
460
-3
-0.6% -$1.55K 0.02% 125
2024
Q3 		$235K Hold
463
– – 0.03% 139
2024
Q2 		$208K Buy
+463
New +$206K 0.03% 139

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

Wellspring Financial Advisors's IT Position: Q1 2025 in Review

Wellspring Financial Advisors sold out of Gartner (IT) in Q1 2025, closing a stake of 460 shares — an estimated $223K sold.

Wellspring Financial Advisors first reported a position in IT in Q2 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Wellspring Financial Advisors reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Wellspring Financial Advisors sold 460 Gartner shares in Q1 2025, an estimated $223K.
  • Wellspring Financial Advisors first reported a position in Gartner in Q2 2024 and held it in 3 quarters.
  • Wellspring Financial Advisors's Gartner position peaked at $235K in Q3 2024.
  • 920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Wellspring Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.