Trust Point Inc’s Gartner IT Stock Holding History

Trust Point Inc’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	-657	Closed	-$266K	–	485
2025 Q2	$266K	Sell	657 -20	-3%	-$8.37K	0.03%	322
2025 Q1	$284K	Sell	677 -190	-22%	-$93.6K	0.03%	359
2024 Q4	$420K	Buy	867 +121	+16%	+$62.4K	0.03%	336
2024 Q3	$378K	Buy	746 +23	+3%	+$11.1K	0.03%	336
2024 Q2	$325K	Buy	723 +23	+3%	+$10.2K	0.03%	359
2024 Q1	$334K	Buy	700 +151	+28%	+$69.5K	0.03%	386
2023 Q4	$248K	Buy	+549	New	+$219K	0.02%	432

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

Trust Point Inc's IT Position: Q3 2025 in Review

Trust Point Inc sold out of Gartner (IT) in Q3 2025, closing a stake of 657 shares — an estimated $266K sold.

Trust Point Inc first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $420K in Q4 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

Trust Point Inc reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
Trust Point Inc sold 657 Gartner shares in Q3 2025, an estimated $266K.
Trust Point Inc first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
Trust Point Inc's Gartner position peaked at $420K in Q4 2024.
793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Trust Point Inc's 13F filing for Q3 2025, filed 10 Oct 2025.