Tortoise Investment Management’s Gartner IT Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-161	Closed	-$42.3K	–	822
2025 Q3	$42.3K	Hold	161	–	–	﹤0.01%	419
2025 Q2	$65.1K	Buy	161 +4	+3%	+$1.67K	0.01%	352
2025 Q1	$65.9K	Hold	157	–	–	0.01%	334
2024 Q4	$76.1K	Sell	157 -97	-38%	-$50K	0.01%	347
2024 Q3	$129K	Hold	254	–	–	0.01%	277
2024 Q2	$114K	Hold	254	–	–	0.01%	281
2024 Q1	$121K	Sell	254 -37	-13%	-$17K	0.01%	272
2023 Q4	$131K	Hold	291	–	–	0.02%	249
2023 Q3	$100K	Sell	291 -50	-15%	-$17.4K	0.01%	270
2023 Q2	$119K	Hold	341	–	–	0.02%	259
2023 Q1	$111K	Sell	341 -75	-18%	-$24.8K	0.02%	257
2022 Q4	$140K	Sell	416 -184	-31%	-$59.4K	0.02%	224
2022 Q3	$166K	Sell	600 -121	-17%	-$33.9K	0.03%	196
2022 Q2	$174K	Hold	721	–	–	0.03%	180
2022 Q1	$214K	Hold	721	–	–	0.04%	173
2021 Q4	$241K	Hold	721	–	–	0.05%	154
2021 Q3	$219K	Hold	721	–	–	0.04%	149
2021 Q2	$175K	Hold	721	–	–	0.04%	165
2021 Q1	$132K	Sell	721 -100	-12%	-$17.4K	0.03%	185
2020 Q4	$132K	Hold	821	–	–	0.03%	173
2020 Q3	$103K	Hold	821	–	–	0.03%	176
2020 Q2	$100K	Hold	821	–	–	0.03%	177
2020 Q1	$82K	Hold	821	–	–	0.02%	184
2019 Q4	$127K	Hold	821	–	–	0.03%	171
2019 Q3	$117K	Hold	821	–	–	0.03%	172
2019 Q2	$132K	Hold	821	–	–	0.03%	170
2019 Q1	$125K	Hold	821	–	–	0.03%	171
2018 Q4	$105K	Sell	821 -203	-20%	-$29.3K	0.03%	176
2018 Q3	$162K	Hold	1,024	–	–	0.04%	153
2018 Q2	$136K	Hold	1,024	–	–	0.04%	162
2018 Q1	$120K	Hold	1,024	–	–	0.03%	169
2017 Q4	$126K	Hold	1,024	–	–	0.04%	166
2017 Q3	$127K	Hold	1,024	–	–	0.04%	154
2017 Q2	$126K	Hold	1,024	–	–	0.04%	144
2017 Q1	$111K	Hold	1,024	–	–	0.04%	139
2016 Q4	$103K	Sell	1,024 -144	-12%	-$13.9K	0.04%	143
2016 Q3	$103K	Hold	1,168	–	–	0.03%	133
2016 Q2	$114K	Hold	1,168	–	–	0.04%	124
2016 Q1	$104K	Sell	1,168 -355	-23%	-$30K	0.04%	131
2015 Q4	$138K	Sell	1,523 -116	-7%	-$10.3K	0.05%	126
2015 Q3	$138K	Hold	1,639	–	–	0.05%	125
2015 Q2	$141K	Hold	1,639	–	–	0.05%	131
2015 Q1	$137K	Hold	1,639	–	–	0.05%	130
2014 Q4	$138K	Hold	1,639	–	–	0.06%	130
2014 Q3	$120K	Hold	1,639	–	–	0.05%	135
2014 Q2	$116K	Hold	1,639	–	–	0.05%	137
2014 Q1	$114K	Hold	1,639	–	–	0.05%	128
2013 Q4	$116K	Buy	+1,639	New	+$104K	0.06%	115

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tortoise Investment Management's IT Position: Q4 2025 in Review

Tortoise Investment Management sold out of Gartner (IT) in Q4 2025, closing a stake of 161 shares — an estimated $42.3K sold.

Tortoise Investment Management first reported a position in IT in Q4 2013 and held it in 48 quarters. The position peaked at $241K in Q4 2021. 814 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Tortoise Investment Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 161 Gartner shares in Q4 2025, an estimated $42.3K.
Tortoise Investment Management first reported a position in Gartner in Q4 2013 and held it in 48 quarters.
Tortoise Investment Management's Gartner position peaked at $241K in Q4 2021.
814 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.