FFG
IT icon

Fortem Financial Group’s Gartner IT Stock Holding History

Fortem Financial 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
-554
Closed -$224K – 173
2025
Q2 		$224K Sell
554
-1,397
-72% -$585K 0.07% 155
2025
Q1 		$819K Sell
1,951
-896
-31% -$442K 0.32% 88
2024
Q4 		$1.38M Buy
2,847
+73
+3% +$37.6K 0.53% 49
2024
Q3 		$1.41M Buy
2,774
+15
+0.5% +$7.21K 0.57% 47
2024
Q2 		$1.24M Sell
2,759
-64
-2% -$28.5K 0.53% 60
2024
Q1 		$1.35M Buy
2,823
+302
+12% +$139K 0.59% 55
2023
Q4 		$1.14M Buy
2,521
+305
+14% +$122K 0.57% 57
2023
Q3 		$761K Buy
2,216
+1,049
+90% +$366K 0.45% 73
2023
Q2 		$409K Buy
+1,167
New +$380K 0.24% 107
2022
Q1 		– Sell
-629
Closed -$210K – 176
2021
Q4 		$210K Buy
+629
New +$202K 0.1% 164
2021
Q1 		– Sell
-620
Closed -$99K – 300
2020
Q4 		$99K Buy
+620
New +$89.3K 0.06% 180

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

Fortem Financial Group's IT Position: Q3 2025 in Review

Fortem Financial Group sold out of Gartner (IT) in Q3 2025, closing a stake of 554 shares — an estimated $224K sold.

Fortem Financial Group first reported a position in IT in Q4 2020 and held it in 11 quarters. The position peaked at $1.41M in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Fortem Financial Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Fortem Financial Group sold 554 Gartner shares in Q3 2025, an estimated $224K.
  • Fortem Financial Group first reported a position in Gartner in Q4 2020 and held it in 11 quarters.
  • Fortem Financial Group's Gartner position peaked at $1.41M in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Fortem Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.