Vest Financial’s Gartner IT Stock Holding History

Vest 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	-783	Closed	-$206K	–	431
2025 Q3	$206K	Buy	+783	New	+$228K	﹤0.01%	406

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

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 $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 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

Vest Financial's IT Position: Q4 2025 in Review

Vest Financial sold out of Gartner (IT) in Q4 2025, closing a stake of 783 shares — an estimated $206K sold.

Vest Financial first reported a position in IT in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 813 funds tracked by Wall St. Rank hold IT as of Q4 2025.

Vest Financial reported no remaining Gartner position as of Q4 2025 after selling out during the quarter.
Vest Financial sold 783 Gartner shares in Q4 2025, an estimated $206K.
Vest Financial first reported a position in Gartner in Q3 2025 and held it in 1 quarter.
Vest Financial's Gartner position peaked at $206K in Q3 2025.
813 funds tracked by Wall St. Rank held Gartner as of Q4 2025.

Based on Vest Financial's 13F filing for Q4 2025, filed 30 Jan 2026.