Bell Asset Management’s Gartner IT Stock Holding History

Bell Asset Management’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	-11,115	Closed	-$2.92M	–	64
2025 Q3	$2.92M	Sell	11,115 -667	-6%	-$195K	0.8%	50
2025 Q2	$4.76M	Buy	+11,782	New	+$4.93M	1.05%	38
2018 Q4	–	Sell	-34,105	Closed	-$5.41M	–	63
2018 Q3	$5.41M	Sell	34,105 -2,703	-7%	-$392K	1.12%	54
2018 Q2	$4.9M	Buy	36,808 +5,016	+16%	+$642K	1.18%	51
2018 Q1	$4.88M	Hold	31,792	–	–	0.98%	58
2017 Q4	$3.92M	Buy	+31,792	New	+$3.86M	0.94%	59

Other funds holding IT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bell Asset Management's IT Position: Q4 2025 in Review

Bell Asset Management sold out of Gartner (IT) in Q4 2025, closing a stake of 11,115 shares — an estimated $2.92M sold.

Bell Asset Management first reported a position in IT in Q4 2017 and held it in 6 quarters. The position peaked at $5.41M in Q3 2018. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Bell Asset Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Bell Asset Management sold 11,115 Gartner shares in Q4 2025, an estimated $2.92M.
Bell Asset Management first reported a position in Gartner in Q4 2017 and held it in 6 quarters.
Bell Asset Management's Gartner position peaked at $5.41M in Q3 2018.
813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Bell Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.