Avalon Trust’s Gartner IT Stock Holding History

Avalon Trust’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 Q4	–	Sell	-4	Closed	-$1.05K	–	541
2025 Q3	$1.05K	Buy	+4	New	+$1.17K	﹤0.01%	500
2025 Q2	–	Sell	-17	Closed	-$7.01K	–	431
2025 Q1	$7.01K	Buy	17 +15	+750%	+$7.39K	﹤0.01%	374
2024 Q4	$969	Buy	+2	New	+$1.03K	﹤0.01%	419

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avalon Trust's IT Position: Q4 2025 in Review

Avalon Trust sold out of Gartner (IT) in Q4 2025, closing a stake of 4 shares — an estimated $1.05K sold.

Avalon Trust first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $7.01K in Q1 2025. 815 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Avalon Trust reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 4 Gartner shares in Q4 2025, an estimated $1.05K.
Avalon Trust first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
Avalon Trust's Gartner position peaked at $7.01K in Q1 2025.
815 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.