NEI
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Northwest & Ethical Investments’s Gartner IT Stock Holding History

Northwest & Ethical Investments’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
-1,886
Closed -$760K – 528
2025
Q2 		$760K Hold
1,886
– – 0.02% 357
2025
Q1 		$790K Buy
1,886
+1,326
+237% +$653K 0.02% 351
2024
Q4 		$271K Hold
560
– – 0.01% 385
2024
Q3 		$284K Buy
560
+60
+12% +$28.8K 0.01% 389
2024
Q2 		$225K Hold
500
– – 0.01% 395
2024
Q1 		$238K Buy
+500
New +$230K 0.01% 389
2018
Q1 		– Sell
-6,840
Closed -$842K – 361
2017
Q4 		$842K Sell
6,840
-540
-7% -$65.6K 0.05% 293
2017
Q3 		$918K Buy
+7,380
New +$912K 0.06% 289

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northwest & Ethical Investments's IT Position: Q3 2025 in Review

Northwest & Ethical Investments sold out of Gartner (IT) in Q3 2025, closing a stake of 1,886 shares — an estimated $760K sold.

Northwest & Ethical Investments first reported a position in IT in Q3 2017 and held it in 8 quarters. The position peaked at $918K in Q3 2017. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Northwest & Ethical Investments reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 1,886 Gartner shares in Q3 2025, an estimated $760K.
  • Northwest & Ethical Investments first reported a position in Gartner in Q3 2017 and held it in 8 quarters.
  • Northwest & Ethical Investments's Gartner position peaked at $918K in Q3 2017.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Northwest & Ethical Investments's 13F filing for Q3 2025, filed 12 Nov 2025.