Quartz Partners’s Gartner IT Stock Holding History

Quartz Partners’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 Q2	–	Sell	-6,005	Closed	-$2.52M	–	179
2025 Q1	$2.52M	Buy	6,005 +1,376	+30%	+$678K	1.53%	20
2024 Q4	$2.24M	Buy	4,629 +350	+8%	+$180K	1.37%	17
2024 Q3	$2.17M	Buy	+4,279	New	+$2.06M	1.36%	17

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Quartz Partners's IT Position: Q2 2025 in Review

Quartz Partners sold out of Gartner (IT) in Q2 2025, closing a stake of 6,005 shares — an estimated $2.52M sold.

Quartz Partners first reported a position in IT in Q3 2024 and held it in 3 quarters. The position peaked at $2.52M in Q1 2025. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Quartz Partners reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Quartz Partners sold 6,005 Gartner shares in Q2 2025, an estimated $2.52M.
Quartz Partners first reported a position in Gartner in Q3 2024 and held it in 3 quarters.
Quartz Partners's Gartner position peaked at $2.52M in Q1 2025.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Quartz Partners's 13F filing for Q2 2025, filed 14 Aug 2025.