Bellevue Asset Management’s Gartner IT Stock Holding History

Bellevue 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 Q3	–	Sell	-6	Closed	-$2.42K	–	491
2025 Q2	$2.42K	Sell	6 -1	-14%	-$418	﹤0.01%	414
2025 Q1	$2.94K	Hold	7	–	–	﹤0.01%	388
2024 Q4	$3.39K	Hold	7	–	–	﹤0.01%	397
2024 Q3	$3.55K	Hold	7	–	–	﹤0.01%	355
2024 Q2	$3.14K	Buy	7 +1	+17%	+$445	﹤0.01%	365
2024 Q1	$2.86K	Hold	6	–	–	﹤0.01%	373
2023 Q4	$2.71K	Hold	6	–	–	﹤0.01%	374
2023 Q3	$2.06K	Buy	6 +2	+50%	+$698	﹤0.01%	380
2023 Q2	$1.4K	Hold	4	–	–	﹤0.01%	442
2023 Q1	$1.3K	Hold	4	–	–	﹤0.01%	468
2022 Q4	$1.33K	Hold	4	–	–	﹤0.01%	456
2022 Q3	$1K	Buy	+4	New	+$1.12K	﹤0.01%	472
2022 Q2	–	Sell	-4	Closed	-$1K	–	518
2022 Q1	$1K	Sell	4 -1	-20%	-$290	﹤0.01%	515
2021 Q4	$2K	Hold	5	–	–	﹤0.01%	499
2021 Q3	$2K	Sell	5 -2	-29%	-$580	﹤0.01%	523
2021 Q2	$2K	Sell	7 -5	-42%	-$1.09K	﹤0.01%	526
2021 Q1	$2K	Sell	12 -2	-14%	-$348	﹤0.01%	573
2020 Q4	$2K	Sell	14 -2	-13%	-$288	﹤0.01%	589
2020 Q3	$2K	Hold	16	–	–	﹤0.01%	550
2020 Q2	$2K	Hold	16	–	–	﹤0.01%	544
2020 Q1	$2K	Sell	16 -3	-16%	-$411	﹤0.01%	509
2019 Q4	$3K	Buy	+19	New	+$2.9K	﹤0.01%	392

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 $3.38T AUM 44.17% 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

Bellevue Asset Management's IT Position: Q3 2025 in Review

Bellevue Asset Management sold out of Gartner (IT) in Q3 2025, closing a stake of 6 shares — an estimated $2.42K sold.

Bellevue Asset Management first reported a position in IT in Q4 2019 and held it in 22 quarters. The position peaked at $3.55K in Q3 2024. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Bellevue Asset Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Bellevue Asset Management sold 6 Gartner shares in Q3 2025, an estimated $2.42K.
Bellevue Asset Management first reported a position in Gartner in Q4 2019 and held it in 22 quarters.
Bellevue Asset Management's Gartner position peaked at $3.55K in Q3 2024.
796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Bellevue Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.