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Optimist Retirement Group’s Gartner IT Stock Holding History

Optimist Retirement Group’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
-734
Closed -$297K – 125
2025
Q2 		$297K Buy
734
+178
+32% +$74.5K 0.14% 86
2025
Q1 		$233K Buy
556
+48
+9% +$23.7K 0.12% 95
2024
Q4 		$246K Buy
508
+11
+2% +$5.67K 0.12% 94
2024
Q3 		$252K Buy
497
+8
+2% +$3.85K 0.11% 88
2024
Q2 		$220K Sell
489
-102
-17% -$45.4K 0.12% 100
2024
Q1 		$282K Buy
+591
New +$272K 0.14% 65

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

Optimist Retirement Group's IT Position: Q3 2025 in Review

Optimist Retirement Group sold out of Gartner (IT) in Q3 2025, closing a stake of 734 shares — an estimated $297K sold.

Optimist Retirement Group first reported a position in IT in Q1 2024 and held it in 6 quarters. The position peaked at $297K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Optimist Retirement Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 734 Gartner shares in Q3 2025, an estimated $297K.
  • Optimist Retirement Group first reported a position in Gartner in Q1 2024 and held it in 6 quarters.
  • Optimist Retirement Group's Gartner position peaked at $297K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Optimist Retirement Group's 13F filing for Q3 2025, filed 17 Nov 2025.