SMF
IT icon

Scott Marsh Financial’s Gartner IT Stock Holding History

Scott Marsh Financial’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 		$670K Buy
+1,658
New +$694K 0.25% 125

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
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

Scott Marsh Financial's IT Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Gartner (IT) in Q2 2025: 1,658 shares worth $670K. The stake represents 0.25% of the portfolio and ranks #125 among its holdings.

897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Scott Marsh Financial held 1,658 shares of Gartner worth $670K as of Q2 2025.
  • Gartner was a new Scott Marsh Financial position in Q2 2025.
  • Gartner made up 0.25% of Scott Marsh Financial's portfolio in Q2 2025, its #125 holding.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.