CAM
IT icon

Cresset Asset Management’s Gartner IT Stock Holding History

Cresset 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
Q2 		– Sell
-1,255
Closed -$527K – 1612
2025
Q1 		$527K Sell
1,255
-212
-14% -$104K ﹤0.01% 1041
2024
Q4 		$711K Sell
1,467
-6,256
-81% -$3.23M ﹤0.01% 933
2024
Q3 		$3.91M Buy
7,723
+1,215
+19% +$584K 0.02% 516
2024
Q2 		$2.92M Buy
6,508
+1,105
+20% +$492K 0.01% 575
2024
Q1 		$2.58M Buy
5,403
+886
+20% +$408K 0.01% 537
2023
Q4 		$2.04M Sell
4,517
-87
-2% -$34.8K 0.01% 583
2023
Q3 		$1.58M Buy
4,604
+394
+9% +$137K 0.01% 651
2023
Q2 		$1.47M Buy
+4,210
New +$1.37M ﹤0.01% 761
2022
Q2 		– Sell
-2,044
Closed -$608K – 1023
2022
Q1 		$608K Sell
2,044
-120
-6% -$34.7K 0.01% 541
2021
Q4 		$724K Sell
2,164
-962
-31% -$309K 0.01% 565
2021
Q3 		$950K Buy
3,126
+498
+19% +$144K 0.01% 403
2021
Q2 		$637K Buy
2,628
+12
+0.5% +$2.63K 0.01% 485
2021
Q1 		$477K Buy
2,616
+1,289
+97% +$224K 0.01% 494
2020
Q4 		$213K Buy
+1,327
New +$191K ﹤0.01% 694
2020
Q1 		– Sell
-1,810
Closed -$279K – 647
2019
Q4 		$279K Sell
1,810
-87
-5% -$13.3K 0.01% 448
2019
Q3 		$271K Buy
1,897
+229
+14% +$33.3K 0.01% 415
2019
Q2 		$268K Buy
1,668
+296
+22% +$46.3K 0.01% 361
2019
Q1 		$208K Buy
1,372
+342
+33% +$47.5K 0.01% 363
2018
Q4 		$132K Buy
+1,030
New +$149K 0.01% 274

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Cresset Asset Management's IT Position: Q2 2025 in Review

Cresset Asset Management sold out of Gartner (IT) in Q2 2025, closing a stake of 1,255 shares — an estimated $527K sold.

Cresset Asset Management first reported a position in IT in Q4 2018 and held it in 19 quarters. The position peaked at $3.91M in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Cresset Asset Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 1,255 Gartner shares in Q2 2025, an estimated $527K.
  • Cresset Asset Management first reported a position in Gartner in Q4 2018 and held it in 19 quarters.
  • Cresset Asset Management's Gartner position peaked at $3.91M in Q3 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.