Fielder Capital Group’s Gartner IT Stock Holding History

Fielder Capital Group’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	-692	Closed	-$280K	–	276
2025 Q2	$280K	Buy	692 +118	+21%	+$49.4K	0.07%	168
2025 Q1	$241K	Sell	574 -12	-2%	-$5.91K	0.07%	178
2024 Q4	$284K	Sell	586 -2	-0.3%	-$1.03K	0.09%	148
2024 Q3	$298K	Buy	588 +6	+1%	+$2.88K	0.1%	134
2024 Q2	$261K	Buy	582 +2	+0.3%	+$890	0.1%	141
2024 Q1	$276K	Buy	580 +8	+1%	+$3.68K	0.12%	117
2023 Q4	$258K	Buy	+572	New	+$229K	0.16%	109

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

Fielder Capital Group's IT Position: Q3 2025 in Review

Fielder Capital Group sold out of Gartner (IT) in Q3 2025, closing a stake of 692 shares — an estimated $280K sold.

Fielder Capital Group first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $298K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Fielder Capital Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Fielder Capital Group sold 692 Gartner shares in Q3 2025, an estimated $280K.
Fielder Capital Group first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
Fielder Capital Group's Gartner position peaked at $298K in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Fielder Capital Group's 13F filing for Q3 2025, filed 6 Nov 2025.