Shufro Rose & Co’s Gartner IT Stock Holding History

Shufro Rose & Co’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	-525	Closed	-$220K	–	323
2025 Q3	$220K	Hold	525	–	–	0.02%	273
2025 Q2	$220K	Hold	525	–	–	0.02%	271
2025 Q1	$220K	Hold	525	–	–	0.02%	273
2024 Q4	$254K	Sell	525 -343	-40%	-$177K	0.02%	246
2024 Q3	$390K	Hold	868	–	–	0.03%	203
2024 Q2	$390K	Buy	868 +68	+9%	+$30.3K	0.03%	203
2024 Q1	$381K	Hold	800	–	–	0.03%	207
2023 Q4	$275K	Hold	800	–	–	0.03%	230
2023 Q3	$275K	Hold	800	–	–	0.03%	229
2023 Q2	$280K	Hold	800	–	–	0.03%	233
2023 Q1	$261K	Sell	800 -78	-9%	-$25.8K	0.02%	243
2022 Q4	$295K	Hold	878	–	–	0.02%	238
2022 Q3	$243K	Hold	878	–	–	0.02%	245
2022 Q2	$212K	Hold	878	–	–	0.02%	266
2022 Q1	$261K	Sell	878 -200	-19%	-$57.9K	0.02%	253
2021 Q4	$360K	Hold	1,078	–	–	0.03%	213
2021 Q3	$328K	Hold	1,078	–	–	0.03%	210
2021 Q2	$261K	Buy	+1,078	New	+$236K	0.02%	236

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

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 $427B AUM 29.17% 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

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

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

Shufro Rose & Co's IT Position: Q4 2025 in Review

Shufro Rose & Co sold out of Gartner (IT) in Q4 2025, closing a stake of 525 shares — an estimated $220K sold.

Shufro Rose & Co first reported a position in IT in Q2 2021 and held it in 18 quarters. The position peaked at $390K in Q3 2024. 812 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Shufro Rose & Co reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Shufro Rose & Co sold 525 Gartner shares in Q4 2025, an estimated $220K.
Shufro Rose & Co first reported a position in Gartner in Q2 2021 and held it in 18 quarters.
Shufro Rose & Co's Gartner position peaked at $390K in Q3 2024.
812 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.