Northwest Capital Management’s Gartner IT Stock Holding History

Northwest 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 Q2	–	Sell	-1,325	Closed	-$556K	–	395
2025 Q1	$556K	Sell	1,325 -1,325	-50%	-$653K	0.23%	76
2024 Q4	$1.28M	Hold	2,650	–	–	0.55%	39
2024 Q3	$1.34M	Hold	2,650	–	–	0.48%	38
2024 Q2	$1.19M	Hold	2,650	–	–	0.43%	40
2024 Q1	$1.26M	Hold	2,650	–	–	0.4%	44
2023 Q4	$1.2M	Hold	2,650	–	–	0.4%	43
2023 Q3	$911K	Hold	2,650	–	–	0.35%	48
2023 Q2	$928K	Hold	2,650	–	–	0.39%	47
2023 Q1	$863K	Hold	2,650	–	–	0.42%	47
2022 Q4	$891K	Hold	2,650	–	–	0.47%	41
2022 Q3	$733K	Hold	2,650	–	–	0.42%	44
2022 Q2	$641K	Hold	2,650	–	–	0.34%	47
2022 Q1	$788K	Hold	2,650	–	–	0.37%	44
2021 Q4	$781K	Buy	+2,650	New	+$852K	0.37%	44

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

Northwest Capital Management's IT Position: Q2 2025 in Review

Northwest Capital Management sold out of Gartner (IT) in Q2 2025, closing a stake of 1,325 shares — an estimated $556K sold.

Northwest Capital Management first reported a position in IT in Q4 2021 and held it in 14 quarters. The position peaked at $1.34M in Q3 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Northwest Capital Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 1,325 Gartner shares in Q2 2025, an estimated $556K.
Northwest Capital Management first reported a position in Gartner in Q4 2021 and held it in 14 quarters.
Northwest Capital Management's Gartner position peaked at $1.34M in Q3 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.