Prime Capital Investment Advisors’s Gartner IT Stock Holding History

Prime Capital Investment Advisors’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	-560	Closed	-$227K	–	1051
2025 Q2	$227K	Sell	560 -25	-4%	-$10.5K	﹤0.01%	856
2025 Q1	$246K	Buy	585 +76	+15%	+$37.5K	﹤0.01%	906
2024 Q4	$247K	Buy	509 +2	+0.4%	+$1.03K	﹤0.01%	787
2024 Q3	$257K	Buy	507 +25	+5%	+$12K	﹤0.01%	785
2024 Q2	$216K	Sell	482 -92	-16%	-$40.9K	﹤0.01%	834
2024 Q1	$274K	Buy	574 +54	+10%	+$24.9K	﹤0.01%	802
2023 Q4	$235K	Buy	+520	New	+$208K	﹤0.01%	826
2020 Q1	–	Sell	-169	Closed	-$26K	–	543
2019 Q4	$26K	Hold	169	–	–	﹤0.01%	377
2019 Q3	$24K	Buy	+169	New	+$24.6K	﹤0.01%	397

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prime Capital Investment Advisors's IT Position: Q3 2025 in Review

Prime Capital Investment Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 560 shares — an estimated $227K sold.

Prime Capital Investment Advisors first reported a position in IT in Q3 2019 and held it in 9 quarters. The position peaked at $274K in Q1 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Prime Capital Investment Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Prime Capital Investment Advisors sold 560 Gartner shares in Q3 2025, an estimated $227K.
Prime Capital Investment Advisors first reported a position in Gartner in Q3 2019 and held it in 9 quarters.
Prime Capital Investment Advisors's Gartner position peaked at $274K in Q1 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.