CFC Planning Company’s Gartner IT Stock Holding History

CFC Planning Company’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 Q4	–	Sell	-779	Closed	-$205K	–	89
2025 Q3	$205K	Buy	+779	New	+$227K	0.17%	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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CFC Planning Company's IT Position: Q4 2025 in Review

CFC Planning Company sold out of Gartner (IT) in Q4 2025, closing a stake of 779 shares — an estimated $205K sold.

CFC Planning Company first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

CFC Planning Company reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
CFC Planning Company sold 779 Gartner shares in Q4 2025, an estimated $205K.
CFC Planning Company first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
CFC Planning Company's Gartner position peaked at $205K in Q3 2025.
813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on CFC Planning Company's 13F filing for Q4 2025, filed 30 Jan 2026.