Clarius Group LLC’s Gartner IT Stock Holding History

Clarius Group 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 Q4	$209K	Buy	829 +24	+3%	+$5.78K	0.01%	367
2025 Q3	$212K	Buy	+805	New	+$235K	0.01%	371
2025 Q2	–	Sell	-579	Closed	-$243K	–	498
2025 Q1	$243K	Buy	+579	New	+$285K	0.02%	406
2024 Q1	–	Sell	-509	Closed	-$230K	–	496
2023 Q4	$230K	Buy	+509	New	+$203K	0.02%	423
2023 Q3	–	Sell	-726	Closed	-$254K	–	493
2023 Q2	$254K	Buy	726 +61	+9%	+$19.9K	0.02%	440
2023 Q1	$217K	Sell	665 -21	-3%	-$6.94K	0.02%	467
2022 Q4	$231K	Buy	+686	New	+$221K	0.02%	453

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

Clarius Group LLC's IT Position: Q4 2025 in Review

Clarius Group LLC increased its Gartner (IT) stake by 3% in Q4 2025, buying an estimated $5.78K and bringing the position to 829 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #367.

Clarius Group LLC first reported a position in IT in Q4 2022 and has held it in 7 quarters since. The position peaked at $254K in Q2 2023. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Clarius Group LLC held 829 shares of Gartner worth $209K as of Q4 2025.
Clarius Group LLC bought 24 Gartner shares in Q4 2025, an estimated $5.78K.
Gartner made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #367 holding.
Clarius Group LLC first reported a position in Gartner in Q4 2022 and has held it in 7 quarters since.
Clarius Group LLC's Gartner position peaked at $254K in Q2 2023.
813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.