Spreng Capital Management’s Gartner IT Stock Holding History

Spreng Capital Management’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	–	Sell	-488	Closed	-$205K	–	77
2025 Q1	$205K	Sell	488 -2	-0.4%	-$986	0.09%	74
2024 Q4	$237K	Hold	490	–	–	0.1%	72
2024 Q3	$248K	Sell	490 -1,025	-68%	-$493K	0.12%	69
2024 Q2	$680K	Hold	1,515	–	–	0.35%	48
2024 Q1	$722K	Hold	1,515	–	–	0.39%	49
2023 Q4	$683K	Hold	1,515	–	–	0.43%	46
2023 Q3	$521K	Sell	1,515 -40	-3%	-$14K	0.38%	50
2023 Q2	$545K	Hold	1,555	–	–	0.43%	45
2023 Q1	$494K	Hold	1,555	–	–	0.43%	49
2022 Q4	$509K	Hold	1,555	–	–	0.44%	48
2022 Q3	$430K	Sell	1,555 -215	-12%	-$60.3K	0.38%	52
2022 Q2	$429K	Hold	1,770	–	–	0.32%	59
2022 Q1	$527K	Hold	1,770	–	–	0.32%	57
2021 Q4	$592K	Hold	1,770	–	–	0.34%	55
2021 Q3	$542K	Hold	1,770	–	–	0.35%	55
2021 Q2	$429K	Hold	1,770	–	–	0.28%	64
2021 Q1	$323K	Hold	1,770	–	–	0.22%	73
2020 Q4	$283K	Sell	1,770 -35	-2%	-$5.04K	0.22%	77
2020 Q3	$225K	Hold	1,805	–	–	0.21%	79
2020 Q2	$219K	Buy	+1,805	New	+$209K	0.22%	75
2020 Q1	–	Sell	-2,065	Closed	-$318K	–	77
2019 Q4	$318K	Buy	+2,065	New	+$315K	0.3%	64

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Spreng Capital Management's IT Position: Q2 2025 in Review

Spreng Capital Management sold out of Gartner (IT) in Q2 2025, closing a stake of 488 shares — an estimated $205K sold.

Spreng Capital Management first reported a position in IT in Q4 2019 and held it in 21 quarters. The position peaked at $722K in Q1 2024. 898 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Spreng Capital Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Spreng Capital Management sold 488 Gartner shares in Q2 2025, an estimated $205K.
Spreng Capital Management first reported a position in Gartner in Q4 2019 and held it in 21 quarters.
Spreng Capital Management's Gartner position peaked at $722K in Q1 2024.
898 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Spreng Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.