Winnow Wealth’s Gartner IT Stock Holding History

Winnow Wealth’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	-3	Closed	-$868	–	419
2025 Q1	$868	Buy	3 +1	+50%	+$493	﹤0.01%	406
2024 Q4	$679	Buy	+2	New	+$1.03K	﹤0.01%	392

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Winnow Wealth's IT Position: Q2 2025 in Review

Winnow Wealth sold out of Gartner (IT) in Q2 2025, closing a stake of 3 shares — an estimated $868 sold.

Winnow Wealth first reported a position in IT in Q4 2024 and held it in 2 quarters. The position peaked at $868 in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Winnow Wealth reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Winnow Wealth sold 3 Gartner shares in Q2 2025, an estimated $868.
Winnow Wealth first reported a position in Gartner in Q4 2024 and held it in 2 quarters.
Winnow Wealth's Gartner position peaked at $868 in Q1 2025.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.