Burns Matteson Capital Management’s Gartner IT Stock Holding History

Burns Matteson Capital 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	-654	Closed	-$264K	–	218
2025 Q2	$264K	Sell	654 -22	-3%	-$9.21K	0.13%	144
2025 Q1	$284K	Sell	676 -137	-17%	-$67.5K	0.15%	124
2024 Q4	$394K	Sell	813 -28	-3%	-$14.4K	0.22%	91
2024 Q3	$426K	Sell	841 -21	-2%	-$10.1K	0.24%	72
2024 Q2	$387K	Sell	862 -75	-8%	-$33.4K	0.24%	73
2024 Q1	$447K	Buy	937 +486	+108%	+$224K	0.29%	73
2023 Q4	$204K	Buy	+451	New	+$180K	0.14%	129
2022 Q4	–	Sell	-975	Closed	-$270K	–	160
2022 Q3	$270K	Sell	975 -1,465	-60%	-$411K	0.2%	71
2022 Q2	$590K	Buy	+2,440	New	+$649K	0.41%	65

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

SGA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burns Matteson Capital Management's IT Position: Q3 2025 in Review

Burns Matteson Capital Management sold out of Gartner (IT) in Q3 2025, closing a stake of 654 shares — an estimated $264K sold.

Burns Matteson Capital Management first reported a position in IT in Q2 2022 and held it in 9 quarters. The position peaked at $590K in Q2 2022. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Burns Matteson Capital Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Burns Matteson Capital Management sold 654 Gartner shares in Q3 2025, an estimated $264K.
Burns Matteson Capital Management first reported a position in Gartner in Q2 2022 and held it in 9 quarters.
Burns Matteson Capital Management's Gartner position peaked at $590K in Q2 2022.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Burns Matteson Capital Management's 13F filing for Q3 2025, filed 16 Oct 2025.