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Fidelis Capital Partners’s Gartner IT Stock Holding History

Fidelis Capital Partners’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
-525
Closed -$218K – 455
2025
Q1 		$218K Sell
525
-195
-27% -$96.1K 0.02% 393
2024
Q4 		$394K Buy
720
+25
+4% +$12.9K 0.04% 289
2024
Q3 		$362K Sell
695
-25
-3% -$12K 0.04% 287
2024
Q2 		$336K Sell
720
-79
-10% -$35.1K 0.05% 267
2024
Q1 		$381K Buy
799
+115
+17% +$52.9K 0.06% 247
2023
Q4 		$309K Buy
+684
New +$273K 0.07% 240

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BAMCO Inc
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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

Fidelis Capital Partners's IT Position: Q2 2025 in Review

Fidelis Capital Partners sold out of Gartner (IT) in Q2 2025, closing a stake of 525 shares — an estimated $218K sold.

Fidelis Capital Partners first reported a position in IT in Q4 2023 and held it in 6 quarters. The position peaked at $394K in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Fidelis Capital Partners reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Fidelis Capital Partners sold 525 Gartner shares in Q2 2025, an estimated $218K.
  • Fidelis Capital Partners first reported a position in Gartner in Q4 2023 and held it in 6 quarters.
  • Fidelis Capital Partners's Gartner position peaked at $394K in Q4 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Fidelis Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.