TruNorth Capital Management’s Gartner IT Stock Holding History

TruNorth Capital 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	-14	Closed	-$3.68K	–	249
2025 Q3	$3.68K	Buy	+14	New	+$4.08K	﹤0.01%	381

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 $1.03B AUM 20.71% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TruNorth Capital Management's IT Position: Q4 2025 in Review

TruNorth Capital Management sold out of Gartner (IT) in Q4 2025, closing a stake of 14 shares — an estimated $3.68K sold.

TruNorth Capital Management first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $3.68K in Q3 2025. 814 funds tracked by Wall St. Rank hold IT as of Q4 2025.

TruNorth Capital Management reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 14 Gartner shares in Q4 2025, an estimated $3.68K.
TruNorth Capital Management first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
TruNorth Capital Management's Gartner position peaked at $3.68K in Q3 2025.
814 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.