SF
IT icon

Summit Financial’s Gartner IT Stock Holding History

Summit Financial’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
-1,058
Closed -$278K – 1308
2025
Q3 		$278K Buy
1,058
+337
+47% +$98.3K ﹤0.01% 1086
2025
Q2 		$291K Sell
721
-1,635
-69% -$684K 0.01% 691
2025
Q1 		$989K Buy
2,356
+1,751
+289% +$863K 0.03% 376
2024
Q4 		$293K Buy
605
+3
+0.5% +$1.55K 0.01% 544
2024
Q3 		$305K Sell
602
-6
-1% -$2.88K 0.01% 461
2024
Q2 		$273K Buy
+608
New +$271K 0.01% 430
2022
Q4 		– Sell
-728
Closed -$201K – 258
2022
Q3 		$201K Buy
+728
New +$204K 0.02% 244
2022
Q2 		– Sell
-749
Closed -$223K – 242
2022
Q1 		$223K Buy
+749
New +$217K 0.02% 239

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

Summit Financial's IT Position: Q4 2025 in Review

Summit Financial sold out of Gartner (IT) in Q4 2025, closing a stake of 1,058 shares — an estimated $278K sold.

Summit Financial first reported a position in IT in Q1 2022 and held it in 8 quarters. The position peaked at $989K in Q1 2025. 814 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Summit Financial reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 1,058 Gartner shares in Q4 2025, an estimated $278K.
  • Summit Financial first reported a position in Gartner in Q1 2022 and held it in 8 quarters.
  • Summit Financial's Gartner position peaked at $989K in Q1 2025.
  • 814 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.