AC
IT icon

Avestar Capital’s Gartner IT Stock Holding History

Avestar Capital’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
-689
Closed -$279K – 505
2025
Q2 		$279K Sell
689
-52
-7% -$21.8K 0.02% 403
2025
Q1 		$311K Sell
741
-193
-21% -$95.1K 0.03% 370
2024
Q4 		$452K Buy
934
+123
+15% +$63.4K 0.04% 309
2024
Q3 		$411K Buy
811
+89
+12% +$42.8K 0.04% 289
2024
Q2 		$324K Sell
722
-259
-26% -$115K 0.03% 324
2024
Q1 		$468K Buy
981
+40
+4% +$18.4K 0.05% 243
2023
Q4 		$424K Buy
941
+17
+2% +$6.79K 0.05% 223
2023
Q3 		$317K Sell
924
-46
-5% -$16K 0.05% 236
2023
Q2 		$340K Buy
970
+20
+2% +$6.51K 0.05% 207
2023
Q1 		$309K Buy
950
+40
+4% +$13.2K 0.06% 230
2022
Q4 		$306K Sell
910
-150
-14% -$48.4K 0.06% 204
2022
Q3 		$293K Sell
1,060
-449
-30% -$126K 0.07% 189
2022
Q2 		$365K Buy
1,509
+35
+2% +$9.31K 0.09% 165
2022
Q1 		$438K Sell
1,474
-415
-22% -$120K 0.07% 247
2021
Q4 		$632K Buy
1,889
+347
+23% +$112K 0.08% 216
2021
Q3 		$469K Buy
1,542
+47
+3% +$13.6K 0.06% 284
2021
Q2 		$362K Buy
+1,495
New +$327K 0.05% 296
2019
Q3 		– Sell
-216
Closed -$34K – 504
2019
Q2 		$34K Hold
216
– – 0.02% 336
2019
Q1 		$31K Buy
216
+197
+1,037% +$27.3K 0.02% 339
2018
Q4 		$2K Sell
19
-124
-87% -$17.9K ﹤0.01% 635
2018
Q3 		$22K Buy
+143
New +$20.7K 0.01% 358

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avestar Capital's IT Position: Q3 2025 in Review

Avestar Capital sold out of Gartner (IT) in Q3 2025, closing a stake of 689 shares — an estimated $279K sold.

Avestar Capital first reported a position in IT in Q3 2018 and held it in 21 quarters. The position peaked at $632K in Q4 2021. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Avestar Capital reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Avestar Capital sold 689 Gartner shares in Q3 2025, an estimated $279K.
  • Avestar Capital first reported a position in Gartner in Q3 2018 and held it in 21 quarters.
  • Avestar Capital's Gartner position peaked at $632K in Q4 2021.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Avestar Capital's 13F filing for Q3 2025, filed 7 Nov 2025.