Roundview Capital’s Gartner IT Stock Holding History

Roundview Capital’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	-1,902	Closed	-$769K	–	339
2025 Q2	$769K	Buy	1,902 +353	+23%	+$148K	0.05%	232
2025 Q1	$650K	Buy	+1,549	New	+$763K	0.05%	237

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

Roundview Capital's IT Position: Q3 2025 in Review

Roundview Capital sold out of Gartner (IT) in Q3 2025, closing a stake of 1,902 shares — an estimated $769K sold.

Roundview Capital first reported a position in IT in Q1 2025 and held it in 2 quarters. The position peaked at $769K in Q2 2025. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Roundview Capital reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Roundview Capital sold 1,902 Gartner shares in Q3 2025, an estimated $769K.
Roundview Capital first reported a position in Gartner in Q1 2025 and held it in 2 quarters.
Roundview Capital's Gartner position peaked at $769K in Q2 2025.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Roundview Capital's 13F filing for Q3 2025, filed 12 Nov 2025.