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Verdence Capital Advisors’s Gartner IT Stock Holding History

Verdence 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
Q3 		– Sell
-1,333
Closed -$539K – 722
2025
Q2 		$539K Buy
1,333
+34
+3% +$14.2K 0.04% 393
2025
Q1 		$545K Buy
1,299
+860
+196% +$424K 0.04% 359
2024
Q4 		$213K Sell
439
-6
-1% -$3.09K 0.02% 598
2024
Q3 		$226K Buy
+445
New +$214K 0.02% 588
2024
Q2 		– Sell
-443
Closed -$211K – 610
2024
Q1 		$211K Sell
443
-5
-1% -$2.3K 0.02% 561
2023
Q4 		$202K Buy
+448
New +$179K 0.02% 548
2023
Q1 		– Sell
-1,958
Closed -$658K – 554
2022
Q4 		$658K Sell
1,958
-1,435
-42% -$463K 0.08% 236
2022
Q3 		$939K Sell
3,393
-305
-8% -$85.5K 0.13% 174
2022
Q2 		$894K Buy
3,698
+162
+5% +$43.1K 0.12% 194
2022
Q1 		$1.05M Buy
3,536
+1,160
+49% +$336K 0.12% 188
2021
Q4 		$794K Buy
2,376
+1,520
+178% +$489K 0.09% 207
2021
Q3 		$260K Buy
+856
New +$248K 0.03% 419

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
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Verdence Capital Advisors's IT Position: Q3 2025 in Review

Verdence Capital Advisors sold out of Gartner (IT) in Q3 2025, closing a stake of 1,333 shares — an estimated $539K sold.

Verdence Capital Advisors first reported a position in IT in Q3 2021 and held it in 12 quarters. The position peaked at $1.05M in Q1 2022. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Verdence Capital Advisors reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 1,333 Gartner shares in Q3 2025, an estimated $539K.
  • Verdence Capital Advisors first reported a position in Gartner in Q3 2021 and held it in 12 quarters.
  • Verdence Capital Advisors's Gartner position peaked at $1.05M in Q1 2022.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Verdence Capital Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.