Capital & Planning LLC’s Gartner IT Stock Holding History

Capital & Planning LLC’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 Q1	–	Sell	-30	Closed	-$14.5K	–	103
2024 Q4	$14.5K	Buy	+30	New	+$15.5K	0.01%	82

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Capital & Planning LLC's IT Position: Q1 2025 in Review

Capital & Planning LLC sold out of Gartner (IT) in Q1 2025, closing a stake of 30 shares — an estimated $14.5K sold.

Capital & Planning LLC first reported a position in IT in Q4 2024 and held it in 1 quarter. The position peaked at $14.5K in Q4 2024. 920 funds tracked by Wall St. Rank hold IT as of Q1 2025.

Capital & Planning LLC reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 30 Gartner shares in Q1 2025, an estimated $14.5K.
Capital & Planning LLC first reported a position in Gartner in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Gartner position peaked at $14.5K in Q4 2024.
920 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.