MBB Public Markets’s Gartner IT Stock Holding History

MBB Public Markets’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	-592	Closed	-$239K	–	263
2025 Q2	$239K	Sell	592 -133	-18%	-$55.7K	0.02%	417
2025 Q1	$304K	Buy	+725	New	+$357K	0.03%	413
2024 Q4	–	Sell	-720	Closed	-$365K	–	322
2024 Q3	$365K	Sell	720 -5,020	-87%	-$2.41M	0.02%	144
2024 Q2	$2.58M	Buy	+5,740	New	+$2.55M	0.05%	294
2022 Q1	–	Sell	-604	Closed	-$202K	–	264
2021 Q4	$202K	Buy	+604	New	+$194K	﹤0.01%	462

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

MBB Public Markets's IT Position: Q3 2025 in Review

MBB Public Markets sold out of Gartner (IT) in Q3 2025, closing a stake of 592 shares — an estimated $239K sold.

MBB Public Markets first reported a position in IT in Q4 2021 and held it in 5 quarters. The position peaked at $2.58M in Q2 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

MBB Public Markets reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
MBB Public Markets sold 592 Gartner shares in Q3 2025, an estimated $239K.
MBB Public Markets first reported a position in Gartner in Q4 2021 and held it in 5 quarters.
MBB Public Markets's Gartner position peaked at $2.58M in Q2 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.