Jackson Grant Investment Advisers’s Gartner IT Stock Holding History

Jackson Grant Investment Advisers’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	-15	Closed	-$3.94K	–	410
2025 Q3	$3.94K	Hold	15	–	–	﹤0.01%	369
2025 Q2	$6.06K	Hold	15	–	–	﹤0.01%	300
2025 Q1	$6.3K	Hold	15	–	–	﹤0.01%	285
2024 Q4	$7.27K	Hold	15	–	–	﹤0.01%	287
2024 Q3	$7.6K	Hold	15	–	–	﹤0.01%	284
2024 Q2	$6.74K	Hold	15	–	–	﹤0.01%	289
2024 Q1	$7.15K	Hold	15	–	–	﹤0.01%	275
2023 Q4	$6.77K	Hold	15	–	–	﹤0.01%	271
2023 Q3	$5.15K	Hold	15	–	–	﹤0.01%	284
2023 Q2	$5.25K	Hold	15	–	–	﹤0.01%	289
2023 Q1	$4.89K	Buy	+15	New	+$4.96K	﹤0.01%	324

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jackson Grant Investment Advisers's IT Position: Q4 2025 in Review

Jackson Grant Investment Advisers sold out of Gartner (IT) in Q4 2025, closing a stake of 15 shares — an estimated $3.94K sold.

Jackson Grant Investment Advisers first reported a position in IT in Q1 2023 and held it in 11 quarters. The position peaked at $7.6K in Q3 2024. 816 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Jackson Grant Investment Advisers reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 15 Gartner shares in Q4 2025, an estimated $3.94K.
Jackson Grant Investment Advisers first reported a position in Gartner in Q1 2023 and held it in 11 quarters.
Jackson Grant Investment Advisers's Gartner position peaked at $7.6K in Q3 2024.
816 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2025, filed 27 Jan 2026.