Brown, Lisle/Cummings’s Gartner IT Stock Holding History

Brown, Lisle/Cummings’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 Q2	–	Sell	-8	Closed	-$3.36K	–	789
2025 Q1	$3.36K	Buy	+8	New	+$3.94K	﹤0.01%	601

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Brown, Lisle/Cummings's IT Position: Q2 2025 in Review

Brown, Lisle/Cummings sold out of Gartner (IT) in Q2 2025, closing a stake of 8 shares — an estimated $3.36K sold.

Brown, Lisle/Cummings first reported a position in IT in Q1 2025 and held it in 1 quarter. The position peaked at $3.36K in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Brown, Lisle/Cummings reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Brown, Lisle/Cummings sold 8 Gartner shares in Q2 2025, an estimated $3.36K.
Brown, Lisle/Cummings first reported a position in Gartner in Q1 2025 and held it in 1 quarter.
Brown, Lisle/Cummings's Gartner position peaked at $3.36K in Q1 2025.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2025, filed 16 Jul 2025.