Corient IA’s Gartner IT Stock Holding History

Corient IA’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	-1,390	Closed	-$562K	–	257
2025 Q2	$562K	Hold	1,390	–	–	0.33%	98
2025 Q1	$583K	Buy	+1,390	New	+$685K	0.41%	77

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

SGA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corient IA's IT Position: Q3 2025 in Review

Corient IA sold out of Gartner (IT) in Q3 2025, closing a stake of 1,390 shares — an estimated $562K sold.

Corient IA first reported a position in IT in Q1 2025 and held it in 2 quarters. The position peaked at $583K in Q1 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Corient IA reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Corient IA sold 1,390 Gartner shares in Q3 2025, an estimated $562K.
Corient IA first reported a position in Gartner in Q1 2025 and held it in 2 quarters.
Corient IA's Gartner position peaked at $583K in Q1 2025.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.