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Osborne Partners Capital Management’s Gartner IT Stock Holding History

Osborne Partners 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
Q3 		– Sell
-625
Closed -$253K – 211
2025
Q2 		$253K Hold
625
– – 0.01% 190
2025
Q1 		$262K Hold
625
– – 0.02% 188
2024
Q4 		$303K Sell
625
-100
-14% -$51.6K 0.02% 187
2024
Q3 		$367K Hold
725
– – 0.02% 173
2024
Q2 		$326K Sell
725
-100
-12% -$44.5K 0.02% 178
2024
Q1 		$393K Sell
825
-500
-38% -$230K 0.02% 162
2023
Q4 		$598K Hold
1,325
– – 0.04% 151
2023
Q3 		$455K Sell
1,325
-60
-4% -$20.9K 0.03% 152
2023
Q2 		$485K Sell
1,385
-20
-1% -$6.51K 0.04% 153
2023
Q1 		$458K Hold
1,405
– – 0.03% 157
2022
Q4 		$472K Sell
1,405
-30
-2% -$9.68K 0.04% 155
2022
Q3 		$397K Hold
1,435
– – 0.03% 163
2022
Q2 		$347K Sell
1,435
-91
-6% -$24.2K 0.03% 167
2022
Q1 		$454K Sell
1,526
-27
-2% -$7.82K 0.03% 149
2021
Q4 		$519K Sell
1,553
-1,275
-45% -$410K 0.04% 147
2021
Q3 		$859K Sell
2,828
-21,242
-88% -$6.16M 0.07% 123
2021
Q2 		$5.83M Sell
24,070
-645
-3% -$141K 0.48% 70
2021
Q1 		$4.51M Buy
24,715
+1,220
+5% +$212K 0.41% 78
2020
Q4 		$3.76M Buy
23,495
+145
+0.6% +$20.9K 0.46% 69
2020
Q3 		$2.92M Buy
23,350
+1,335
+6% +$170K 0.59% 58
2020
Q2 		$2.67M Buy
22,015
+2,175
+11% +$251K 0.57% 63
2020
Q1 		$1.98M Buy
+19,840
New +$2.72M 0.51% 60

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osborne Partners Capital Management's IT Position: Q3 2025 in Review

Osborne Partners Capital Management sold out of Gartner (IT) in Q3 2025, closing a stake of 625 shares — an estimated $253K sold.

Osborne Partners Capital Management first reported a position in IT in Q1 2020 and held it in 22 quarters. The position peaked at $5.83M in Q2 2021. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Osborne Partners Capital Management reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Osborne Partners Capital Management sold 625 Gartner shares in Q3 2025, an estimated $253K.
  • Osborne Partners Capital Management first reported a position in Gartner in Q1 2020 and held it in 22 quarters.
  • Osborne Partners Capital Management's Gartner position peaked at $5.83M in Q2 2021.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Osborne Partners Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.