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Arlington Financial Advisors’s Gartner IT Stock Holding History

Arlington 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
Q3 		– Sell
-834
Closed -$337K – 112
2025
Q2 		$337K Sell
834
-3
-0.4% -$1.25K 0.06% 69
2025
Q1 		$351K Buy
837
+58
+7% +$28.6K 0.06% 84
2024
Q4 		$377K Hold
779
– – 0.08% 71
2024
Q3 		$395K Hold
779
– – 0.08% 55
2024
Q2 		$350K Buy
+779
New +$347K 0.08% 59

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arlington Financial Advisors's IT Position: Q3 2025 in Review

Arlington Financial Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 834 shares — an estimated $337K sold.

Arlington Financial Advisors first reported a position in IT in Q2 2024 and held it in 5 quarters. The position peaked at $395K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Arlington Financial Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 834 Gartner shares in Q3 2025, an estimated $337K.
  • Arlington Financial Advisors first reported a position in Gartner in Q2 2024 and held it in 5 quarters.
  • Arlington Financial Advisors's Gartner position peaked at $395K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Arlington Financial Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.