SWP
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Sagespring Wealth Partners’s Gartner IT Stock Holding History

Sagespring Wealth 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
Q3 		– Sell
-579
Closed -$234K – 753
2025
Q2 		$234K Sell
579
-91
-14% -$38.1K 0.01% 653
2025
Q1 		$281K Buy
670
+87
+15% +$42.9K 0.01% 536
2024
Q4 		$282K Buy
+583
New +$301K 0.01% 491

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

Sagespring Wealth Partners's IT Position: Q3 2025 in Review

Sagespring Wealth Partners sold out of Gartner (IT) in Q3 2025, closing a stake of 579 shares — an estimated $234K sold.

Sagespring Wealth Partners first reported a position in IT in Q4 2024 and held it in 3 quarters. The position peaked at $282K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Sagespring Wealth Partners reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 579 Gartner shares in Q3 2025, an estimated $234K.
  • Sagespring Wealth Partners first reported a position in Gartner in Q4 2024 and held it in 3 quarters.
  • Sagespring Wealth Partners's Gartner position peaked at $282K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Sagespring Wealth Partners's 13F filing for Q3 2025, filed 31 Oct 2025.