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Cape Investment Advisory’s Gartner IT Stock Holding History

Cape Investment Advisory’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
-2
Closed -$839 – 1210
2025
Q1 		$839 Hold
2
– – ﹤0.01% 994
2024
Q4 		$969 Buy
+2
New +$1.03K ﹤0.01% 963
2024
Q1 		– Sell
-17
Closed -$7.67K – 1047
2023
Q4 		$7.67K Buy
+17
New +$6.79K ﹤0.01% 715
2023
Q2 		– Sell
-28
Closed -$9.12K – 944
2023
Q1 		$9.12K Buy
+28
New +$9.26K 0.01% 557

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 $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Cape Investment Advisory's IT Position: Q2 2025 in Review

Cape Investment Advisory sold out of Gartner (IT) in Q2 2025, closing a stake of 2 shares — an estimated $839 sold.

Cape Investment Advisory first reported a position in IT in Q1 2023 and held it in 4 quarters. The position peaked at $9.12K in Q1 2023. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Cape Investment Advisory reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 2 Gartner shares in Q2 2025, an estimated $839.
  • Cape Investment Advisory first reported a position in Gartner in Q1 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Gartner position peaked at $9.12K in Q1 2023.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.