Tectonic Advisors’s Gartner IT Stock Holding History

Tectonic Advisors’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 Q3	–	Sell	-605	Closed	-$245K	–	344
2025 Q2	$245K	Sell	605 -4	-0.7%	-$1.67K	0.01%	308
2025 Q1	$256K	Hold	609	–	–	0.02%	300
2024 Q4	$295K	Sell	609 -308	-34%	-$159K	0.02%	298
2024 Q3	$465K	Hold	917	–	–	0.03%	251
2024 Q2	$412K	Hold	917	–	–	0.03%	249
2024 Q1	$437K	Hold	917	–	–	0.03%	227
2023 Q4	$414K	Hold	917	–	–	0.03%	220
2023 Q3	$315K	Hold	917	–	–	0.03%	228
2023 Q2	$321K	Sell	917 -288	-24%	-$93.8K	0.04%	221
2023 Q1	$393K	Sell	1,205 -2	-0.2%	-$661	0.05%	210
2022 Q4	$406K	Sell	1,207 -14	-1%	-$4.52K	0.06%	183
2022 Q3	$338K	Hold	1,221	–	–	0.06%	157
2022 Q2	$295K	Sell	1,221 -366	-23%	-$97.4K	0.05%	157
2022 Q1	$472K	Sell	1,587 -313	-16%	-$90.6K	0.08%	135
2021 Q4	$635K	Hold	1,900	–	–	0.11%	115
2021 Q3	$577K	Hold	1,900	–	–	0.11%	106
2021 Q2	$460K	Sell	1,900 -1,101	-37%	-$241K	0.09%	115
2021 Q1	$548K	Sell	3,001 -479	-14%	-$83.3K	0.14%	95
2020 Q4	$557K	Buy	+3,480	New	+$501K	0.15%	92

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tectonic Advisors's IT Position: Q3 2025 in Review

Tectonic Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 605 shares — an estimated $245K sold.

Tectonic Advisors first reported a position in IT in Q4 2020 and held it in 19 quarters. The position peaked at $635K in Q4 2021. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Tectonic Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Tectonic Advisors sold 605 Gartner shares in Q3 2025, an estimated $245K.
Tectonic Advisors first reported a position in Gartner in Q4 2020 and held it in 19 quarters.
Tectonic Advisors's Gartner position peaked at $635K in Q4 2021.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Tectonic Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.