Aft Forsyth & Sober’s Gartner IT Stock Holding History

Aft Forsyth & Sober’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	-5,500	Closed	-$2.22M	–	59
2025 Q2	$2.22M	Buy	5,500 +200	+4%	+$83.7K	0.75%	35
2025 Q1	$2.22M	Buy	5,300 +50	+1%	+$24.6K	0.78%	40
2024 Q4	$2.54M	Hold	5,250	–	–	0.82%	34
2024 Q3	$2.66M	Hold	5,250	–	–	0.88%	34
2024 Q2	$2.36M	Hold	5,250	–	–	0.81%	35
2024 Q1	$2.5M	Hold	5,250	–	–	0.88%	33
2023 Q4	$2.37M	Hold	5,250	–	–	0.91%	30
2023 Q3	$1.8M	Hold	5,250	–	–	0.76%	34
2023 Q2	$1.84M	Hold	5,250	–	–	0.76%	35
2023 Q1	$1.71M	Hold	5,250	–	–	0.86%	30
2022 Q4	$1.76M	Hold	5,250	–	–	0.79%	31
2022 Q3	$1.45M	Hold	5,250	–	–	0.71%	37
2022 Q2	$1.27M	Hold	5,250	–	–	0.59%	50
2022 Q1	$1.56M	Hold	5,250	–	–	0.62%	43
2021 Q4	$1.75M	Hold	5,250	–	–	0.62%	37
2021 Q3	$1.59M	Buy	+5,250	New	+$1.52M	0.6%	43

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aft Forsyth & Sober's IT Position: Q3 2025 in Review

Aft Forsyth & Sober sold out of Gartner (IT) in Q3 2025, closing a stake of 5,500 shares — an estimated $2.22M sold.

Aft Forsyth & Sober first reported a position in IT in Q3 2021 and held it in 16 quarters. The position peaked at $2.66M in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Aft Forsyth & Sober reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 5,500 Gartner shares in Q3 2025, an estimated $2.22M.
Aft Forsyth & Sober first reported a position in Gartner in Q3 2021 and held it in 16 quarters.
Aft Forsyth & Sober's Gartner position peaked at $2.66M in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Aft Forsyth & Sober's 13F filing for Q3 2025, filed 5 Nov 2025.