PF
IT icon

Phoenix Financial’s Gartner IT Stock Holding History

Phoenix Financial’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
-806
Closed -$326K – 483
2025
Q2 		$326K Buy
806
+41
+5% +$17.2K ﹤0.01% 330
2025
Q1 		$322K Sell
765
-32
-4% -$15.8K ﹤0.01% 292
2024
Q4 		$386K Buy
797
+168
+27% +$86.6K 0.01% 287
2024
Q3 		$319K Sell
629
-11
-2% -$5.29K ﹤0.01% 287
2024
Q2 		$285K Buy
640
+75
+13% +$33.4K ﹤0.01% 294
2024
Q1 		$269K Buy
565
+97
+21% +$44.6K ﹤0.01% 341
2023
Q4 		$220K Buy
+468
New +$187K ﹤0.01% 294

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

Phoenix Financial's IT Position: Q3 2025 in Review

Phoenix Financial sold out of Gartner (IT) in Q3 2025, closing a stake of 806 shares — an estimated $326K sold.

Phoenix Financial first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $386K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Phoenix Financial reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 806 Gartner shares in Q3 2025, an estimated $326K.
  • Phoenix Financial first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
  • Phoenix Financial's Gartner position peaked at $386K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.