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Triasima Portfolio Management’s Gartner IT Stock Holding History

Triasima Portfolio 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
-4,213
Closed -$1.77M – 149
2025
Q1 		$1.77M Sell
4,213
-3,479
-45% -$1.71M 0.35% 84
2024
Q4 		$3.73M Buy
+7,692
New +$3.97M 0.72% 43
2024
Q3 		– Sell
-4,614
Closed -$2.07M – 112
2024
Q2 		$2.07M Sell
4,614
-414
-8% -$184K 0.19% 77
2024
Q1 		$2.4M Sell
5,028
-864
-15% -$398K 0.2% 78
2023
Q4 		$2.66M Sell
5,892
-470
-7% -$188K 0.22% 69
2023
Q3 		$2.19M Hold
6,362
– – 0.2% 71
2023
Q2 		$2.95M Sell
6,362
-942
-13% -$307K 0.19% 67
2023
Q1 		$2.38M Buy
7,304
+1,284
+21% +$424K 0.2% 71
2022
Q4 		$2.02M Buy
+6,020
New +$1.94M 0.15% 70

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
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

Triasima Portfolio Management's IT Position: Q2 2025 in Review

Triasima Portfolio Management sold out of Gartner (IT) in Q2 2025, closing a stake of 4,213 shares — an estimated $1.77M sold.

Triasima Portfolio Management first reported a position in IT in Q4 2022 and held it in 9 quarters. The position peaked at $3.73M in Q4 2024. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

  • Triasima Portfolio Management reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 4,213 Gartner shares in Q2 2025, an estimated $1.77M.
  • Triasima Portfolio Management first reported a position in Gartner in Q4 2022 and held it in 9 quarters.
  • Triasima Portfolio Management's Gartner position peaked at $3.73M in Q4 2024.
  • 897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on Triasima Portfolio Management's 13F filing for Q2 2025, filed 23 Jul 2025.