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Trifecta Capital Advisors’s Gartner IT Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-11
Closed -$2.89K – 356
2025
Q3 		$2.89K Hold
11
– – ﹤0.01% 305
2025
Q2 		$4.45K Hold
11
– – ﹤0.01% 271
2025
Q1 		$4.62K Hold
11
– – ﹤0.01% 242
2024
Q4 		$5.33K Sell
11
-29
-73% -$15K ﹤0.01% 230
2024
Q3 		$20.3K Hold
40
– – ﹤0.01% 190
2024
Q2 		$18K Buy
40
+29
+264% +$12.9K ﹤0.01% 196
2024
Q1 		$5.24K Hold
11
– – ﹤0.01% 228
2023
Q4 		$4.96K Hold
11
– – ﹤0.01% 250
2023
Q3 		$3.78K Hold
11
– – ﹤0.01% 252
2023
Q2 		$3.85K Hold
11
– – ﹤0.01% 241
2023
Q1 		$3.58K Hold
11
– – ﹤0.01% 247
2022
Q4 		$3.7K Buy
+11
New +$3.55K ﹤0.01% 238

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Trifecta Capital Advisors's IT Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Gartner (IT) in Q4 2025, closing a stake of 11 shares — an estimated $2.89K sold.

Trifecta Capital Advisors first reported a position in IT in Q4 2022 and held it in 12 quarters. The position peaked at $20.3K in Q3 2024. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Trifecta Capital Advisors reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 11 Gartner shares in Q4 2025, an estimated $2.89K.
  • Trifecta Capital Advisors first reported a position in Gartner in Q4 2022 and held it in 12 quarters.
  • Trifecta Capital Advisors's Gartner position peaked at $20.3K in Q3 2024.
  • 813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.