HTC
IT icon

Haverford Trust Company’s Gartner IT Stock Holding History

Haverford Trust Company’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
Q4 		– Sell
-787
Closed -$207K – 413
2025
Q3 		$207K Sell
787
-97
-11% -$28.3K ﹤0.01% 391
2025
Q2 		$357K Sell
884
-58
-6% -$24.3K ﹤0.01% 339
2025
Q1 		$395K Hold
942
– – ﹤0.01% 316
2024
Q4 		$456K Hold
942
– – ﹤0.01% 303
2024
Q3 		$477K Buy
942
+203
+27% +$97.6K ﹤0.01% 308
2024
Q2 		$332K Buy
739
+99
+15% +$44K ﹤0.01% 348
2024
Q1 		$305K Hold
640
– – ﹤0.01% 332
2023
Q4 		$289K Sell
640
-36
-5% -$14.4K ﹤0.01% 331
2023
Q3 		$232K Buy
676
+36
+6% +$12.6K ﹤0.01% 333
2023
Q2 		$224K Buy
+640
New +$208K ﹤0.01% 346

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Haverford Trust Company's IT Position: Q4 2025 in Review

Haverford Trust Company sold out of Gartner (IT) in Q4 2025, closing a stake of 787 shares — an estimated $207K sold.

Haverford Trust Company first reported a position in IT in Q2 2023 and held it in 10 quarters. The position peaked at $477K in Q3 2024. 812 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Haverford Trust Company reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Haverford Trust Company sold 787 Gartner shares in Q4 2025, an estimated $207K.
  • Haverford Trust Company first reported a position in Gartner in Q2 2023 and held it in 10 quarters.
  • Haverford Trust Company's Gartner position peaked at $477K in Q3 2024.
  • 812 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Haverford Trust Company's 13F filing for Q4 2025, filed 13 Feb 2026.