Sellwood Investment Partners’s Gartner IT Stock Holding History

Sellwood Investment 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	-2	Closed	-$526	–	79
2025 Q3	$526	Buy	+2	New	+$583	﹤0.01%	106

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 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 $14.3B AUM 3.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sellwood Investment Partners's IT Position: Q4 2025 in Review

Sellwood Investment Partners sold out of Gartner (IT) in Q4 2025, closing a stake of 2 shares — an estimated $526 sold.

Sellwood Investment Partners first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $526 in Q3 2025. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Sellwood Investment Partners reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Sellwood Investment Partners sold 2 Gartner shares in Q4 2025, an estimated $526.
Sellwood Investment Partners first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
Sellwood Investment Partners's Gartner position peaked at $526 in Q3 2025.
813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.