UF
IT icon

Univest Financial’s Gartner IT Stock Holding History

Univest Financial’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
-6,226
Closed -$1.64M – 260
2025
Q3 		$1.64M Buy
6,226
+2,062
+50% +$601K 0.09% 128
2025
Q2 		$1.68M Sell
4,164
-632
-13% -$264K 0.1% 119
2025
Q1 		$2.01M Sell
4,796
-1,751
-27% -$863K 0.13% 116
2024
Q4 		$3.17M Buy
6,547
+1,505
+30% +$776K 0.2% 92
2024
Q3 		$2.56M Buy
5,042
+4,262
+546% +$2.05M 0.17% 97
2024
Q2 		$350K Buy
+780
New +$347K 0.1% 91

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Univest Financial's IT Position: Q4 2025 in Review

Univest Financial sold out of Gartner (IT) in Q4 2025, closing a stake of 6,226 shares — an estimated $1.64M sold.

Univest Financial first reported a position in IT in Q2 2024 and held it in 6 quarters. The position peaked at $3.17M in Q4 2024. 816 funds tracked by Wall St. Rank hold IT as of Q4 2025.

  • Univest Financial reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
  • Univest Financial sold 6,226 Gartner shares in Q4 2025, an estimated $1.64M.
  • Univest Financial first reported a position in Gartner in Q2 2024 and held it in 6 quarters.
  • Univest Financial's Gartner position peaked at $3.17M in Q4 2024.
  • 816 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Univest Financial's 13F filing for Q4 2025, filed 4 Feb 2026.