Milestone Asset Management’s Gartner IT Stock Holding History

Milestone Asset Management’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	-1,564	Closed	-$411K	–	237
2025 Q3	$411K	Buy	+1,564	New	+$456K	0.08%	168

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Milestone Asset Management's IT Position: Q4 2025 in Review

Milestone Asset Management sold out of Gartner (IT) in Q4 2025, closing a stake of 1,564 shares — an estimated $411K sold.

Milestone Asset Management first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $411K in Q3 2025. 812 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Milestone Asset Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Milestone Asset Management sold 1,564 Gartner shares in Q4 2025, an estimated $411K.
Milestone Asset Management first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
Milestone Asset Management's Gartner position peaked at $411K in Q3 2025.
812 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.