BFG
IT icon

Berger Financial Group’s Gartner IT Stock Holding History

Berger Financial Group’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
-11,335
Closed -$4.58M – 449
2025
Q2 		$4.58M Buy
11,335
+419
+4% +$175K 0.3% 88
2025
Q1 		$4.58M Buy
10,916
+10,399
+2,011% +$5.12M 0.32% 86
2024
Q4 		$250K Sell
517
-9
-2% -$4.64K 0.02% 356
2024
Q3 		$267K Buy
526
+11
+2% +$5.29K 0.02% 333
2024
Q2 		$231K Sell
515
-6
-1% -$2.67K 0.02% 334
2024
Q1 		$248K Sell
521
-59
-10% -$27.2K 0.02% 319
2023
Q4 		$262K Sell
580
-3
-0.5% -$1.2K 0.03% 254
2023
Q3 		$200K Sell
583
-18
-3% -$6.28K 0.02% 270
2023
Q2 		$211K Sell
601
-15
-2% -$4.88K 0.02% 272
2023
Q1 		$201K Sell
616
-16,395
-96% -$5.42M 0.02% 261
2022
Q4 		$5.72M Buy
17,011
+217
+1% +$70K 0.75% 35
2022
Q3 		$4.65M Buy
16,794
+409
+2% +$115K 0.68% 35
2022
Q2 		$3.96M Buy
16,385
+534
+3% +$142K 0.58% 51
2022
Q1 		$4.71M Sell
15,851
-6,064
-28% -$1.76M 0.6% 45
2021
Q4 		$7.33M Sell
21,915
-841
-4% -$270K 0.97% 24
2021
Q3 		$6.92M Sell
22,756
-1,116
-5% -$324K 1.25% 18
2021
Q2 		$5.78M Sell
23,872
-254
-1% -$55.6K 1.05% 23
2021
Q1 		$4.4M Buy
+24,126
New +$4.19M 0.96% 32

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 $33.1B AUM 11.16% 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 $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berger Financial Group's IT Position: Q3 2025 in Review

Berger Financial Group sold out of Gartner (IT) in Q3 2025, closing a stake of 11,335 shares — an estimated $4.58M sold.

Berger Financial Group first reported a position in IT in Q1 2021 and held it in 18 quarters. The position peaked at $7.33M in Q4 2021. 794 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Berger Financial Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Berger Financial Group sold 11,335 Gartner shares in Q3 2025, an estimated $4.58M.
  • Berger Financial Group first reported a position in Gartner in Q1 2021 and held it in 18 quarters.
  • Berger Financial Group's Gartner position peaked at $7.33M in Q4 2021.
  • 794 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Berger Financial Group's 13F filing for Q3 2025, filed 14 Oct 2025.