PWG
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Portside Wealth Group’s Gartner IT Stock Holding History

Portside Wealth 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
-4,023
Closed -$1.63M – 496
2025
Q2 		$1.63M Sell
4,023
-204
-5% -$85.4K 0.24% 95
2025
Q1 		$1.77M Sell
4,227
-100
-2% -$49.3K 0.29% 82
2024
Q4 		$2.1M Sell
4,327
-1,699
-28% -$876K 0.35% 70
2024
Q3 		$3.05M Sell
6,026
-63
-1% -$30.3K 0.52% 51
2024
Q2 		$2.73M Sell
6,089
-321
-5% -$143K 0.52% 51
2024
Q1 		$3.06M Sell
6,410
-394
-6% -$181K 0.57% 47
2023
Q4 		$3.07M Sell
6,804
-765
-10% -$306K 0.57% 45
2023
Q3 		$2.6M Sell
7,569
-75
-1% -$26.2K 0.49% 52
2023
Q2 		$2.68M Buy
+7,644
New +$2.49M 0.5% 53

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

Portside Wealth Group's IT Position: Q3 2025 in Review

Portside Wealth Group sold out of Gartner (IT) in Q3 2025, closing a stake of 4,023 shares — an estimated $1.63M sold.

Portside Wealth Group first reported a position in IT in Q2 2023 and held it in 9 quarters. The position peaked at $3.07M in Q4 2023. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Portside Wealth Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Portside Wealth Group sold 4,023 Gartner shares in Q3 2025, an estimated $1.63M.
  • Portside Wealth Group first reported a position in Gartner in Q2 2023 and held it in 9 quarters.
  • Portside Wealth Group's Gartner position peaked at $3.07M in Q4 2023.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.