SGI
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Summit Global Investments’s Gartner IT Stock Holding History

Summit Global Investments’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
-4,559
Closed -$1.2M – 512
2025
Q3 		$1.2M Buy
4,559
+1,078
+31% +$314K 0.07% 159
2025
Q2 		$1.41M Sell
3,481
-81
-2% -$33.9K 0.08% 141
2025
Q1 		$1.5M Buy
+3,562
New +$1.76M 0.11% 113
2023
Q2 		– Sell
-3,443
Closed -$1.12M – 582
2023
Q1 		$1.12M Buy
+3,443
New +$1.14M 0.09% 219

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 $3.38T AUM 44.17% 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 Global Investments's IT Position: Q4 2025 in Review

Summit Global Investments sold out of Gartner (IT) in Q4 2025, closing a stake of 4,559 shares — an estimated $1.2M sold.

Summit Global Investments first reported a position in IT in Q1 2023 and held it in 4 quarters. The position peaked at $1.5M in Q1 2025. 816 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Summit Global Investments reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 4,559 Gartner shares in Q4 2025, an estimated $1.2M.
  • Summit Global Investments first reported a position in Gartner in Q1 2023 and held it in 4 quarters.
  • Summit Global Investments's Gartner position peaked at $1.5M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.