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Cary Street Partners Investment Advisory’s Gartner IT Stock Holding History

Cary Street Partners 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
Q3 		– Sell
-547
Closed -$221K – 623
2025
Q2 		$221K Buy
547
+12
+2% +$5.02K 0.11% 214
2025
Q1 		$225K Buy
535
+39
+8% +$19.2K 0.13% 193
2024
Q4 		$240K Sell
496
-43
-8% -$22.2K 0.16% 150
2024
Q3 		$273K Buy
539
+10
+2% +$4.81K 0.01% 645
2024
Q2 		$238K Buy
529
+20
+4% +$8.9K 0.01% 663
2024
Q1 		$243K Buy
+509
New +$234K 0.01% 609
2023
Q4 		– Sell
-87
Closed -$29.9K – 1217
2023
Q3 		$29.9K Buy
87
+68
+358% +$23.7K ﹤0.01% 997
2023
Q2 		$6.66K Sell
19
-10
-34% -$3.26K ﹤0.01% 1334
2023
Q1 		$9.45K Sell
29
-50
-63% -$16.5K ﹤0.01% 1165
2022
Q4 		$26.6K Buy
+79
New +$25.5K ﹤0.01% 897
2020
Q4 		– Sell
-81
Closed -$10K – 609
2020
Q3 		$10K Buy
+81
New +$10.3K ﹤0.01% 763

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 $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cary Street Partners Investment Advisory's IT Position: Q3 2025 in Review

Cary Street Partners Investment Advisory sold out of Gartner (IT) in Q3 2025, closing a stake of 547 shares — an estimated $221K sold.

Cary Street Partners Investment Advisory first reported a position in IT in Q3 2020 and held it in 11 quarters. The position peaked at $273K in Q3 2024. 794 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Cary Street Partners Investment Advisory reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 547 Gartner shares in Q3 2025, an estimated $221K.
  • Cary Street Partners Investment Advisory first reported a position in Gartner in Q3 2020 and held it in 11 quarters.
  • Cary Street Partners Investment Advisory's Gartner position peaked at $273K in Q3 2024.
  • 794 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2025, filed 10 Nov 2025.