R Squared’s Gartner IT Stock Holding History

R Squared’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	-5,340	Closed	-$2.16M	–	630
2025 Q2	$2.16M	Buy	5,340 +3,990	+296%	+$1.67M	1.19%	4
2025 Q1	$567K	Buy	1,350 +750	+125%	+$370K	0.61%	38
2024 Q4	$291K	Buy	+600	New	+$309K	0.28%	68

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

R Squared's IT Position: Q3 2025 in Review

R Squared sold out of Gartner (IT) in Q3 2025, closing a stake of 5,340 shares — an estimated $2.16M sold.

R Squared first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $2.16M in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

R Squared reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
R Squared sold 5,340 Gartner shares in Q3 2025, an estimated $2.16M.
R Squared first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
R Squared's Gartner position peaked at $2.16M in Q2 2025.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.