NewSquare Capital’s Gartner IT Stock Holding History

NewSquare Capital’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	-43	Closed	-$17.4K	–	697
2025 Q2	$17.4K	Buy	43 +25	+139%	+$10.5K	﹤0.01%	512
2025 Q1	$7.55K	Buy	18 +16	+800%	+$7.88K	﹤0.01%	606
2024 Q4	$969	Buy	+2	New	+$1.03K	﹤0.01%	665

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

NewSquare Capital's IT Position: Q3 2025 in Review

NewSquare Capital sold out of Gartner (IT) in Q3 2025, closing a stake of 43 shares — an estimated $17.4K sold.

NewSquare Capital first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $17.4K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

NewSquare Capital reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 43 Gartner shares in Q3 2025, an estimated $17.4K.
NewSquare Capital first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Gartner position peaked at $17.4K in Q2 2025.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.