CAM
IT icon

Claret Asset Management’s Gartner IT Stock Holding History

Claret Asset Management’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
-593
Closed -$240K – 434
2025
Q2 		$240K Buy
+593
New +$248K 0.03% 184
2025
Q1 		– Sell
-472
Closed -$229K – 326
2024
Q4 		$229K Buy
472
+3
+0.6% +$1.55K 0.04% 225
2024
Q3 		$238K Buy
469
+2
+0.4% +$961 0.04% 187
2024
Q2 		$210K Buy
+467
New +$208K 0.04% 175
2024
Q1 		– Sell
-455
Closed -$205K – 219
2023
Q4 		$205K Buy
+455
New +$182K 0.04% 170

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

Claret Asset Management's IT Position: Q3 2025 in Review

Claret Asset Management sold out of Gartner (IT) in Q3 2025, closing a stake of 593 shares — an estimated $240K sold.

Claret Asset Management first reported a position in IT in Q4 2023 and held it in 5 quarters. The position peaked at $240K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Claret Asset Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Claret Asset Management sold 593 Gartner shares in Q3 2025, an estimated $240K.
  • Claret Asset Management first reported a position in Gartner in Q4 2023 and held it in 5 quarters.
  • Claret Asset Management's Gartner position peaked at $240K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Claret Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.