Meag Munich Ergo’s Gartner IT Stock Holding History

Meag Munich Ergo’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	$2.59M	Buy	6,404 +6,061	+1,767%	+$2.54M	0.07%	128
2025 Q1	$144K	Sell	343 -20,430	-98%	-$10.1M	﹤0.01%	170
2024 Q4	$10.1M	Buy	20,773 +1,327	+7%	+$684K	0.32%	62
2024 Q3	$9.85M	Sell	19,446 -2,279	-10%	-$1.1M	0.31%	64
2024 Q2	$9.76M	Buy	21,725 +19,669	+957%	+$8.75M	0.32%	66
2024 Q1	$980K	Sell	2,056 -13,754	-87%	-$6.33M	0.04%	131
2023 Q4	$7.13M	Sell	15,810 -3,726	-19%	-$1.49M	0.27%	72
2023 Q3	$6.71M	Buy	19,536 +2,097	+12%	+$731K	0.29%	74
2023 Q2	$6.11M	Buy	+17,439	New	+$5.68M	0.27%	81
2020 Q1	–	Sell	-1,299	Closed	-$198K	–	362
2019 Q4	$198K	Sell	1,299 -4,366	-77%	-$667K	0.02%	428
2019 Q3	$802K	Buy	5,665 +1,938	+52%	+$282K	0.04%	404
2019 Q2	$593K	Hold	3,727	–	–	0.05%	367
2019 Q1	$559K	Buy	+3,727	New	+$517K	0.05%	369
2018 Q1	–	Sell	-4,339	Closed	-$541K	–	448
2017 Q4	$541K	Buy	+4,339	New	+$527K	0.02%	448

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Meag Munich Ergo's IT Position: Q2 2025 in Review

Meag Munich Ergo increased its Gartner (IT) stake by 1,767% in Q2 2025, buying an estimated $2.54M and bringing the position to 6,404 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #128.

Meag Munich Ergo first reported a position in IT in Q4 2017 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Meag Munich Ergo held 6,404 shares of Gartner worth $2.59M as of Q2 2025.
Meag Munich Ergo bought 6,061 Gartner shares in Q2 2025, an estimated $2.54M.
Gartner made up 0.07% of Meag Munich Ergo's portfolio in Q2 2025, its #128 holding.
Meag Munich Ergo first reported a position in Gartner in Q4 2017 and has held it in 14 quarters since.
Meag Munich Ergo's Gartner position peaked at $10.1M in Q4 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.