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Creekmur Asset Management’s Gartner IT Stock Holding History

Creekmur Asset Management’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 		$91.5K Sell
348
-228
-40% -$66.5K 0.02% 274
2025
Q2 		$233K Buy
576
+127
+28% +$53.1K 0.04% 213
2025
Q1 		$188K Buy
+449
New +$221K 0.04% 211
2024
Q4 		– Sell
-4
Closed -$2.03K – 994
2024
Q3 		$2.03K Buy
+4
New +$1.92K ﹤0.01% 648

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creekmur Asset Management's IT Position: Q3 2025 in Review

Creekmur Asset Management reduced its Gartner (IT) stake by 40% in Q3 2025, selling an estimated $66.5K and leaving 348 shares worth $91.5K. The position accounts for 0.02% of the portfolio, ranked #274.

Creekmur Asset Management first reported a position in IT in Q3 2024 and has held it in 4 quarters since. The position peaked at $233K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Creekmur Asset Management held 348 shares of Gartner worth $91.5K as of Q3 2025.
  • Creekmur Asset Management sold 228 Gartner shares in Q3 2025, an estimated $66.5K.
  • Gartner made up 0.02% of Creekmur Asset Management's portfolio in Q3 2025, its #274 holding.
  • Creekmur Asset Management first reported a position in Gartner in Q3 2024 and has held it in 4 quarters since.
  • Creekmur Asset Management's Gartner position peaked at $233K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.