Oarsman Capital’s Gartner IT Stock Holding History

Oarsman 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	-559	Closed	-$226K	–	260
2025 Q2	$226K	Buy	559 +24	+4%	+$10K	0.04%	225
2025 Q1	$225K	Sell	535 -2	-0.4%	-$986	0.04%	209
2024 Q4	$260K	Hold	537	–	–	0.05%	196
2024 Q3	$272K	Buy	537 +4	+0.8%	+$1.92K	0.05%	190
2024 Q2	$239K	Buy	533 +3	+0.6%	+$1.33K	0.05%	202
2024 Q1	$253K	Hold	530	–	–	0.06%	198
2023 Q4	$239K	Buy	+530	New	+$212K	0.06%	203

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

Oarsman Capital's IT Position: Q3 2025 in Review

Oarsman Capital sold out of Gartner (IT) in Q3 2025, closing a stake of 559 shares — an estimated $226K sold.

Oarsman Capital first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $272K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Oarsman Capital reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Oarsman Capital sold 559 Gartner shares in Q3 2025, an estimated $226K.
Oarsman Capital first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
Oarsman Capital's Gartner position peaked at $272K in Q3 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Oarsman Capital's 13F filing for Q3 2025, filed 21 Nov 2025.