GIM
IT icon

Generation Investment Management’s Gartner IT Stock Holding History

Generation Investment 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
-319,841
Closed -$129M – 34
2025
Q2 		$129M Sell
319,841
-1,021,501
-76% -$427M 0.82% 27
2025
Q1 		$563M Buy
1,341,342
+189,514
+16% +$93.4M 3.4% 14
2024
Q4 		$558M Sell
1,151,828
-63,041
-5% -$32.5M 2.91% 14
2024
Q3 		$616M Sell
1,214,869
-54,259
-4% -$26.1M 2.88% 15
2024
Q2 		$570M Sell
1,269,128
-182,713
-13% -$81.3M 2.74% 18
2024
Q1 		$692M Sell
1,451,841
-592,872
-29% -$273M 3.16% 13
2023
Q4 		$922M Sell
2,044,713
-32,295
-2% -$12.9M 4.18% 6
2023
Q3 		$714M Sell
2,077,008
-11,245
-0.5% -$3.92M 3.76% 8
2023
Q2 		$732M Buy
2,088,253
+50,660
+2% +$16.5M 3.54% 10
2023
Q1 		$664M Sell
2,037,593
-9,351
-0.5% -$3.09M 3.53% 11
2022
Q4 		$688M Sell
2,046,944
-191,147
-9% -$61.7M 3.97% 9
2022
Q3 		$619M Sell
2,238,091
-10,864
-0.5% -$3.05M 3.67% 11
2022
Q2 		$544M Buy
2,248,955
+49,210
+2% +$13.1M 2.96% 15
2022
Q1 		$654M Sell
2,199,745
-7,401
-0.3% -$2.14M 3% 11
2021
Q4 		$738M Sell
2,207,146
-612,806
-22% -$197M 3.03% 10
2021
Q3 		$857M Sell
2,819,952
-550,922
-16% -$160M 3.56% 10
2021
Q2 		$816M Sell
3,370,874
-1,548,164
-31% -$339M 3.39% 13
2021
Q1 		$898M Sell
4,919,038
-499,106
-9% -$86.8M 3.76% 11
2020
Q4 		$868M Sell
5,418,144
-207,058
-4% -$29.8M 3.87% 11
2020
Q3 		$703M Buy
5,625,202
+574,612
+11% +$73.1M 3.73% 12
2020
Q2 		$613M Buy
5,050,590
+1,068,147
+27% +$123M 3.54% 10
2020
Q1 		$397M Buy
+3,982,443
New +$546M 2.81% 14

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

Generation Investment Management's IT Position: Q3 2025 in Review

Generation Investment Management sold out of Gartner (IT) in Q3 2025, closing a stake of 319,841 shares — an estimated $129M sold.

Generation Investment Management first reported a position in IT in Q1 2020 and held it in 22 quarters. The position peaked at $922M in Q4 2023. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Generation Investment Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Generation Investment Management sold 319,841 Gartner shares in Q3 2025, an estimated $129M.
  • Generation Investment Management first reported a position in Gartner in Q1 2020 and held it in 22 quarters.
  • Generation Investment Management's Gartner position peaked at $922M in Q4 2023.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Generation Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.