Court Place Advisors’s Gartner IT Stock Holding History

Court Place Advisors’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	-519	Closed	-$210K	–	151
2025 Q2	$210K	Hold	519	–	–	0.07%	141
2025 Q1	$218K	Hold	519	–	–	0.07%	139
2024 Q4	$251K	Hold	519	–	–	0.08%	130
2024 Q3	$263K	Hold	519	–	–	0.08%	146
2024 Q2	$233K	Hold	519	–	–	0.07%	146
2024 Q1	$247K	Hold	519	–	–	0.08%	138
2023 Q4	$234K	Buy	+519	New	+$207K	0.08%	150

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

Court Place Advisors's IT Position: Q3 2025 in Review

Court Place Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 519 shares — an estimated $210K sold.

Court Place Advisors first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $263K in Q3 2024. 794 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Court Place Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Court Place Advisors sold 519 Gartner shares in Q3 2025, an estimated $210K.
Court Place Advisors first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
Court Place Advisors's Gartner position peaked at $263K in Q3 2024.
794 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.