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
2021 Q3	–	Sell	-1,000	Closed	-$242K	–	474
2021 Q2	$242K	Buy	+1,000	New	+$219K	0.03%	373

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

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 Los Angeles, California $484B AUM 34.9% 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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

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.