AG
IT icon

Ascent Group’s Gartner IT Stock Holding History

Ascent Group’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
-1,008
Closed -$407K – 764
2025
Q2 		$407K Sell
1,008
-53
-5% -$22.2K 0.02% 511
2025
Q1 		$445K Buy
1,061
+132
+14% +$65.1K 0.02% 480
2024
Q4 		$450K Buy
929
+42
+5% +$21.7K 0.03% 394
2024
Q3 		$449K Buy
887
+16
+2% +$7.69K 0.03% 387
2024
Q2 		$391K Sell
871
-1
-0.1% -$445 0.03% 387
2024
Q1 		$416K Buy
872
+5
+0.6% +$2.3K 0.04% 385
2023
Q4 		$391K Sell
867
-8
-0.9% -$3.2K 0.04% 382
2023
Q3 		$351K Sell
875
-17
-2% -$5.93K 0.04% 364
2023
Q2 		$301K Sell
892
-179
-17% -$58.3K 0.03% 374
2023
Q1 		$349K Sell
1,071
-165
-13% -$54.5K 0.04% 370
2022
Q4 		$415K Sell
1,236
-167
-12% -$53.9K 0.05% 327
2022
Q3 		$424K Sell
1,403
-286
-17% -$80.2K 0.05% 318
2022
Q2 		$448K Buy
1,689
+220
+15% +$58.5K 0.05% 315
2022
Q1 		$437K Buy
+1,469
New +$425K 0.05% 334

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

Ascent Group's IT Position: Q3 2025 in Review

Ascent Group sold out of Gartner (IT) in Q3 2025, closing a stake of 1,008 shares — an estimated $407K sold.

Ascent Group first reported a position in IT in Q1 2022 and held it in 14 quarters. The position peaked at $450K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Ascent Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Ascent Group sold 1,008 Gartner shares in Q3 2025, an estimated $407K.
  • Ascent Group first reported a position in Gartner in Q1 2022 and held it in 14 quarters.
  • Ascent Group's Gartner position peaked at $450K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Ascent Group's 13F filing for Q3 2025, filed 20 Oct 2025.