Monument Capital Management’s Gartner IT Stock Holding History

Monument Capital 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 Q3	–	Sell	-1,041	Closed	-$421K	–	244
2025 Q2	$421K	Sell	1,041 -4	-0.4%	-$1.67K	0.11%	138
2025 Q1	$439K	Hold	1,045	–	–	0.13%	126
2024 Q4	$506K	Sell	1,045 -9	-0.9%	-$4.64K	0.14%	111
2024 Q3	$534K	Sell	1,054 -1	-0.1%	-$481	0.15%	109
2024 Q2	$474K	Buy	1,055 +13	+1%	+$5.78K	0.14%	109
2024 Q1	$497K	Hold	1,042	–	–	0.14%	118
2023 Q4	$470K	Sell	1,042 -5	-0.5%	-$2K	0.15%	117
2023 Q3	$360K	Sell	1,047 -18	-2%	-$6.28K	0.12%	128
2023 Q2	$373K	Buy	1,065 +1	+0.1%	+$326	0.12%	122
2023 Q1	$347K	Hold	1,064	–	–	0.12%	119
2022 Q4	$358K	Sell	1,064 -40	-4%	-$12.9K	0.12%	120
2022 Q3	$305K	Buy	+1,104	New	+$310K	0.11%	124

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

Monument Capital Management's IT Position: Q3 2025 in Review

Monument Capital Management sold out of Gartner (IT) in Q3 2025, closing a stake of 1,041 shares — an estimated $421K sold.

Monument Capital Management first reported a position in IT in Q3 2022 and held it in 12 quarters. The position peaked at $534K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Monument Capital Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Monument Capital Management sold 1,041 Gartner shares in Q3 2025, an estimated $421K.
Monument Capital Management first reported a position in Gartner in Q3 2022 and held it in 12 quarters.
Monument Capital Management's Gartner position peaked at $534K in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Monument Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.