Forum Financial Management’s Gartner IT Stock Holding History

Forum Financial 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	–	Sell	-814	Closed	-$329K	–	1037
2025 Q2	$329K	Sell	814 -60	-7%	-$25.1K	0.01%	624
2025 Q1	$367K	Sell	874 -51	-6%	-$25.1K	0.01%	489
2024 Q4	$448K	Hold	925	–	–	0.01%	423
2024 Q3	$469K	Buy	925 +3	+0.3%	+$1.44K	0.01%	353
2024 Q2	$414K	Hold	922	–	–	0.01%	367
2024 Q1	$439K	Hold	922	–	–	0.01%	371
2023 Q4	$416K	Hold	922	–	–	0.01%	349
2023 Q3	$317K	Hold	922	–	–	0.01%	407
2023 Q2	$323K	Hold	922	–	–	0.01%	409
2023 Q1	$300K	Hold	922	–	–	0.01%	401
2022 Q4	$310K	Sell	922 -12	-1%	-$3.87K	0.01%	381
2022 Q3	$258K	Hold	934	–	–	0.01%	399
2022 Q2	$226K	Buy	934 +12	+1%	+$3.19K	0.01%	463
2022 Q1	$274K	Hold	922	–	–	0.01%	436
2021 Q4	$308K	Buy	+922	New	+$296K	0.02%	407

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

Forum Financial Management's IT Position: Q3 2025 in Review

Forum Financial Management sold out of Gartner (IT) in Q3 2025, closing a stake of 814 shares — an estimated $329K sold.

Forum Financial Management first reported a position in IT in Q4 2021 and held it in 15 quarters. The position peaked at $469K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Forum Financial Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Forum Financial Management sold 814 Gartner shares in Q3 2025, an estimated $329K.
Forum Financial Management first reported a position in Gartner in Q4 2021 and held it in 15 quarters.
Forum Financial Management's Gartner position peaked at $469K in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.