Riverwater Partners’s Gartner IT Stock Holding History

Riverwater 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 Q4	–	Sell	-910	Closed	-$239K	–	220
2025 Q3	$239K	Buy	910 +228	+33%	+$66.5K	0.1%	201
2025 Q2	$276K	Buy	682 +9	+1%	+$3.77K	0.13%	175
2025 Q1	$282K	Sell	673 -102	-13%	-$50.3K	0.15%	165
2024 Q4	$375K	Buy	775 +1	+0.1%	+$516	0.18%	133
2024 Q3	$393K	Hold	774	–	–	0.19%	130
2024 Q2	$348K	Hold	774	–	–	0.26%	121
2024 Q1	$369K	Sell	774 -45	-5%	-$20.7K	0.27%	115
2023 Q4	$369K	Hold	819	–	–	0.29%	109
2023 Q3	$281K	Sell	819 -114	-12%	-$39.8K	0.26%	140
2023 Q2	$327K	Hold	933	–	–	0.29%	113
2023 Q1	$304K	Hold	933	–	–	0.28%	114
2022 Q4	$314K	Hold	933	–	–	0.27%	122
2022 Q3	$258K	Buy	933 +8	+0.9%	+$2.24K	0.26%	133
2022 Q2	$224K	Buy	+925	New	+$246K	0.23%	165
2022 Q1	–	Sell	-925	Closed	-$309K	–	154
2021 Q4	$309K	Buy	+925	New	+$297K	0.27%	144

Other funds holding IT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Riverwater Partners's IT Position: Q4 2025 in Review

Riverwater Partners sold out of Gartner (IT) in Q4 2025, closing a stake of 910 shares — an estimated $239K sold.

Riverwater Partners first reported a position in IT in Q4 2021 and held it in 15 quarters. The position peaked at $393K in Q3 2024. 815 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Riverwater Partners reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Riverwater Partners sold 910 Gartner shares in Q4 2025, an estimated $239K.
Riverwater Partners first reported a position in Gartner in Q4 2021 and held it in 15 quarters.
Riverwater Partners's Gartner position peaked at $393K in Q3 2024.
815 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Riverwater Partners's 13F filing for Q4 2025, filed 12 Feb 2026.