IFU
IT icon

iSAM Funds (UK)’s Gartner IT Stock Holding History

iSAM Funds (UK)’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
Q2 		– Sell
-2,476
Closed -$1.04M – 524
2025
Q1 		$1.04M Buy
+2,476
New +$1.22M 0.51% 53
2024
Q2 		– Sell
-922
Closed -$439K – 290
2024
Q1 		$439K Buy
+922
New +$424K 0.25% 137
2023
Q4 		– Sell
-1,632
Closed -$561K – 274
2023
Q3 		$561K Buy
1,632
+49
+3% +$17.1K 0.35% 97
2023
Q2 		$555K Buy
+1,583
New +$515K 0.5% 83
2023
Q1 		– Sell
-700
Closed -$235K – 183
2022
Q4 		$235K Buy
+700
New +$226K 0.71% 69

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

iSAM Funds (UK)'s IT Position: Q2 2025 in Review

iSAM Funds (UK) sold out of Gartner (IT) in Q2 2025, closing a stake of 2,476 shares — an estimated $1.04M sold.

iSAM Funds (UK) first reported a position in IT in Q4 2022 and held it in 5 quarters. The position peaked at $1.04M in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • iSAM Funds (UK) reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 2,476 Gartner shares in Q2 2025, an estimated $1.04M.
  • iSAM Funds (UK) first reported a position in Gartner in Q4 2022 and held it in 5 quarters.
  • iSAM Funds (UK)'s Gartner position peaked at $1.04M in Q1 2025.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on iSAM Funds (UK)'s 13F filing for Q2 2025, filed 14 Aug 2025.