OQS
IT icon

Occudo Quantitative Strategies’s Gartner IT Stock Holding History

Occudo Quantitative Strategies’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
-22,245
Closed -$8.99M – 762
2025
Q2 		$8.99M Buy
22,245
+19,050
+596% +$7.97M 1.01% 13
2025
Q1 		$1.34M Sell
3,195
-4,147
-56% -$2.04M 0.18% 165
2024
Q4 		$3.56M Buy
+7,342
New +$3.79M 0.64% 24
2024
Q3 		– Sell
-5,196
Closed -$2.33M – 857
2024
Q2 		$2.33M Buy
+5,196
New +$2.31M 0.41% 49
2023
Q3 		– Sell
-11,873
Closed -$4.16M – 1135
2023
Q2 		$4.16M Buy
11,873
+8,116
+216% +$2.64M 0.43% 19
2023
Q1 		$1.22M Buy
+3,757
New +$1.24M 0.11% 274
2022
Q3 		– Sell
-15,525
Closed -$3.75M – 1308
2022
Q2 		$3.75M Buy
15,525
+8,023
+107% +$2.13M 0.31% 69
2022
Q1 		$2.23M Buy
+7,502
New +$2.17M 0.19% 139
2021
Q1 		– Sell
-2,418
Closed -$387K – 840
2020
Q4 		$387K Buy
+2,418
New +$348K 0.12% 333

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

Occudo Quantitative Strategies's IT Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Gartner (IT) in Q3 2025, closing a stake of 22,245 shares — an estimated $8.99M sold.

Occudo Quantitative Strategies first reported a position in IT in Q4 2020 and held it in 9 quarters. The position peaked at $8.99M in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 22,245 Gartner shares in Q3 2025, an estimated $8.99M.
  • Occudo Quantitative Strategies first reported a position in Gartner in Q4 2020 and held it in 9 quarters.
  • Occudo Quantitative Strategies's Gartner position peaked at $8.99M in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.