Continuum Advisory’s Gartner IT Stock Holding History

Continuum 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 Q2	–	Sell	-6	Closed	-$2.52K	–	996
2025 Q1	$2.52K	Hold	6	–	–	﹤0.01%	1274
2024 Q4	$2.91K	Hold	6	–	–	﹤0.01%	1302
2024 Q3	$3.22K	Buy	6 +1	+20%	+$481	﹤0.01%	1282
2024 Q2	$2.25K	Hold	5	–	–	﹤0.01%	1269
2024 Q1	$2.18K	Buy	+5	New	+$2.3K	﹤0.01%	1274

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Continuum Advisory's IT Position: Q2 2025 in Review

Continuum Advisory sold out of Gartner (IT) in Q2 2025, closing a stake of 6 shares — an estimated $2.52K sold.

Continuum Advisory first reported a position in IT in Q1 2024 and held it in 5 quarters. The position peaked at $3.22K in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Continuum Advisory reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 6 Gartner shares in Q2 2025, an estimated $2.52K.
Continuum Advisory first reported a position in Gartner in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Gartner position peaked at $3.22K in Q3 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.