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Putney Financial Group’s Gartner IT Stock Holding History

Putney Financial 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
-30
Closed -$12.1K – 175
2025
Q2 		$12.1K Hold
30
– – 0.01% 208
2025
Q1 		$12.6K Hold
30
– – 0.01% 187
2024
Q4 		$14.5K Buy
+30
New +$15.5K 0.01% 193

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

Putney Financial Group's IT Position: Q3 2025 in Review

Putney Financial Group sold out of Gartner (IT) in Q3 2025, closing a stake of 30 shares — an estimated $12.1K sold.

Putney Financial Group first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $14.5K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Putney Financial Group reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 30 Gartner shares in Q3 2025, an estimated $12.1K.
  • Putney Financial Group first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Gartner position peaked at $14.5K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.