PCS
IT icon

Personal CFO Solutions’s Gartner IT Stock Holding History

Personal CFO Solutions’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
-1,357
Closed -$549K – 507
2025
Q2 		$549K Buy
1,357
+33
+2% +$13.8K 0.1% 202
2025
Q1 		$556K Buy
1,324
+16
+1% +$7.88K 0.11% 196
2024
Q4 		$634K Sell
1,308
-434
-25% -$224K 0.12% 179
2024
Q3 		$883K Buy
1,742
+13
+0.8% +$6.25K 0.12% 169
2024
Q2 		$776K Buy
1,729
+118
+7% +$52.5K 0.12% 168
2024
Q1 		$768K Sell
1,611
-231
-13% -$106K 0.12% 175
2023
Q4 		$831K Sell
1,842
-116
-6% -$46.3K 0.14% 150
2023
Q3 		$673K Buy
1,958
+96
+5% +$33.5K 0.13% 144
2023
Q2 		$652K Sell
1,862
-536
-22% -$175K 0.13% 156
2023
Q1 		$781K Sell
2,398
-35
-1% -$11.6K 0.16% 122
2022
Q4 		$818K Sell
2,433
-428
-15% -$138K 0.17% 112
2022
Q3 		$792K Sell
2,861
-86
-3% -$24.1K 0.2% 98
2022
Q2 		$713K Buy
2,947
+184
+7% +$49K 0.17% 108
2022
Q1 		$822K Sell
2,763
-263
-9% -$76.2K 0.16% 123
2021
Q4 		$1.01M Buy
3,026
+237
+8% +$76.2K 0.19% 112
2021
Q3 		$848K Buy
2,789
+1
+0% +$290 0.17% 122
2021
Q2 		$675K Sell
2,788
-1,916
-41% -$419K 0.14% 144
2021
Q1 		$859K Sell
4,704
-47
-1% -$8.17K 0.19% 103
2020
Q4 		$761K Buy
4,751
+56
+1% +$8.07K 0.19% 107
2020
Q3 		$1M Sell
4,695
-49
-1% -$6.23K 0.33% 88
2020
Q2 		$576K Sell
4,744
-60
-1% -$6.93K 0.17% 116
2020
Q1 		$478K Sell
4,804
-267
-5% -$36.6K 0.17% 123
2019
Q4 		$780K Sell
5,071
-154
-3% -$23.5K 0.22% 95
2019
Q3 		$749K Buy
+5,225
New +$760K 0.3% 81

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

Personal CFO Solutions's IT Position: Q3 2025 in Review

Personal CFO Solutions sold out of Gartner (IT) in Q3 2025, closing a stake of 1,357 shares — an estimated $549K sold.

Personal CFO Solutions first reported a position in IT in Q3 2019 and held it in 24 quarters. The position peaked at $1.01M in Q4 2021. 796 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Personal CFO Solutions reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,357 Gartner shares in Q3 2025, an estimated $549K.
  • Personal CFO Solutions first reported a position in Gartner in Q3 2019 and held it in 24 quarters.
  • Personal CFO Solutions's Gartner position peaked at $1.01M in Q4 2021.
  • 796 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.