CP
IT icon

Castleview Partners’s Gartner IT Stock Holding History

Castleview Partners’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
-622
Closed -$251K – 188
2025
Q2 		$251K Buy
622
+13
+2% +$5.44K 0.16% 148
2025
Q1 		$256K Sell
609
-2
-0.3% -$986 0.17% 144
2024
Q4 		$295K Sell
611
-338
-36% -$174K 0.16% 146
2024
Q3 		$481K Sell
949
-7
-0.7% -$3.37K 0.28% 86
2024
Q2 		$429K Sell
956
-67
-7% -$29.8K 0.24% 96
2024
Q1 		$488K Buy
1,023
+64
+7% +$29.5K 0.27% 84
2023
Q4 		$433K Sell
959
-27
-3% -$10.8K 0.3% 74
2023
Q3 		$339K Buy
986
+37
+4% +$12.9K 0.31% 76
2023
Q2 		$332K Sell
949
-205
-18% -$66.8K 0.3% 76
2023
Q1 		$376K Sell
1,154
-33
-3% -$10.9K 0.33% 72
2022
Q4 		$399K Sell
1,187
-9
-0.8% -$2.9K 0.39% 63
2022
Q3 		$331K Buy
1,196
+444
+59% +$124K 0.32% 77
2022
Q2 		$166K Sell
752
-440
-37% -$117K 0.13% 163
2022
Q1 		$354K Sell
1,192
-960,980
-100% -$278M 0.22% 98
2021
Q4 		$2.88K Buy
+962,172
New +$309M 0.02% 234
2021
Q2 		$577K Buy
+2,381
New +$521K 0.25% 84

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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

Castleview Partners's IT Position: Q3 2025 in Review

Castleview Partners sold out of Gartner (IT) in Q3 2025, closing a stake of 622 shares — an estimated $251K sold.

Castleview Partners first reported a position in IT in Q2 2021 and held it in 16 quarters. The position peaked at $577K in Q2 2021. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Castleview Partners reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Castleview Partners sold 622 Gartner shares in Q3 2025, an estimated $251K.
  • Castleview Partners first reported a position in Gartner in Q2 2021 and held it in 16 quarters.
  • Castleview Partners's Gartner position peaked at $577K in Q2 2021.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.