CF
IT icon

Copperwynd Financial’s Gartner IT Stock Holding History

Copperwynd Financial’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 		$943K Buy
2,332
+150
+7% +$62.8K 0.24% 84
2025
Q1 		$916K Buy
2,182
+119
+6% +$58.6K 0.25% 79
2024
Q4 		$999K Buy
2,063
+155
+8% +$79.9K 0.28% 65
2024
Q3 		$967K Buy
1,908
+135
+8% +$64.9K 0.29% 64
2024
Q2 		$889K Buy
1,773
+301
+20% +$134K 0.29% 58
2024
Q1 		$702K Buy
1,472
+133
+10% +$61.2K 0.25% 82
2023
Q4 		$604K Sell
1,339
-210
-14% -$83.9K 0.24% 86
2023
Q3 		$532K Sell
1,549
-107
-6% -$37.3K 0.25% 79
2023
Q2 		$580K Sell
1,656
-14
-0.8% -$4.56K 0.27% 86
2023
Q1 		$544K Sell
1,670
-40
-2% -$13.2K 0.28% 87
2022
Q4 		$575K Sell
1,710
-272
-14% -$87.8K 0.32% 74
2022
Q3 		$548K Sell
1,982
-68
-3% -$19.1K 0.32% 68
2022
Q2 		$496K Sell
2,050
-385
-16% -$102K 0.29% 83
2022
Q1 		$724K Sell
2,435
-914
-27% -$265K 0.3% 55
2021
Q4 		$1.12M Buy
3,349
+70
+2% +$22.5K 0.43% 34
2021
Q3 		$996K Buy
3,279
+181
+6% +$52.5K 0.41% 39
2021
Q2 		$750K Buy
3,098
+245
+9% +$53.6K 0.32% 49
2021
Q1 		$521K Buy
2,853
+20
+0.7% +$3.48K 0.23% 75
2020
Q4 		$454K Buy
2,833
+395
+16% +$56.9K 0.22% 79
2020
Q3 		$305K Buy
2,438
+731
+43% +$92.9K 0.16% 98
2020
Q2 		$207K Buy
+1,707
New +$197K 0.12% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
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

Copperwynd Financial's IT Position: Q2 2025 in Review

Copperwynd Financial increased its Gartner (IT) stake by 6.9% in Q2 2025, buying an estimated $62.8K and bringing the position to 2,332 shares worth $943K. The position accounts for 0.24% of the portfolio, ranked #84.

Copperwynd Financial first reported a position in IT in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.12M in Q4 2021. 898 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Copperwynd Financial held 2,332 shares of Gartner worth $943K as of Q2 2025.
  • Copperwynd Financial bought 150 Gartner shares in Q2 2025, an estimated $62.8K.
  • Gartner made up 0.24% of Copperwynd Financial's portfolio in Q2 2025, its #84 holding.
  • Copperwynd Financial first reported a position in Gartner in Q2 2020 and has held it in 21 quarters since.
  • Copperwynd Financial's Gartner position peaked at $1.12M in Q4 2021.
  • 898 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.