Strive Asset Management’s Gartner IT Stock Holding History

Strive Asset 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	-477	Closed	-$200K	–	96
2025 Q1	$200K	Sell	477 -199	-29%	-$98.1K	0.14%	116
2024 Q4	$328K	Buy	+676	New	+$349K	0.25%	98

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

Strive Asset Management's IT Position: Q2 2025 in Review

Strive Asset Management sold out of Gartner (IT) in Q2 2025, closing a stake of 477 shares — an estimated $200K sold.

Strive Asset Management first reported a position in IT in Q4 2024 and held it in 2 quarters. The position peaked at $328K in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

Strive Asset Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
Strive Asset Management sold 477 Gartner shares in Q2 2025, an estimated $200K.
Strive Asset Management first reported a position in Gartner in Q4 2024 and held it in 2 quarters.
Strive Asset Management's Gartner position peaked at $328K in Q4 2024.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Strive Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.