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Stephens Consulting’s Gartner IT Stock Holding History

Stephens Consulting’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 		$1.01K Buy
+4
New +$963 ﹤0.01% 392
2025
Q3 		– Sell
-3
Closed -$1.21K – 778
2025
Q2 		$1.21K Buy
+3
New +$1.25K ﹤0.01% 612

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Stephens Consulting's IT Position: Q4 2025 in Review

Stephens Consulting opened a new position in Gartner (IT) in Q4 2025: 4 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in IT as recently as Q2 2025.

Stephens Consulting first reported a position in IT in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.21K in Q2 2025. 815 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Stephens Consulting held 4 shares of Gartner worth $1.01K as of Q4 2025.
  • Gartner was a new Stephens Consulting position in Q4 2025.
  • Gartner made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #392 holding.
  • Stephens Consulting first reported a position in Gartner in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Gartner position peaked at $1.21K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.