West Paces Advisors’s Gartner IT Stock Holding History

West Paces 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 Q2	–	Sell	-4	Closed	-$1.68K	–	376
2025 Q1	$1.68K	Hold	4	–	–	﹤0.01%	452
2024 Q4	$1.94K	Hold	4	–	–	﹤0.01%	444
2024 Q3	$2.03K	Hold	4	–	–	﹤0.01%	439
2024 Q2	$1.8K	Hold	4	–	–	﹤0.01%	452
2024 Q1	$1.91K	Sell	4 -3	-43%	-$1.38K	﹤0.01%	462
2023 Q4	$3.16K	Buy	7 +3	+75%	+$1.2K	﹤0.01%	436
2023 Q3	$1.37K	Hold	4	–	–	﹤0.01%	444
2023 Q2	$1.4K	Sell	4 -3	-43%	-$977	﹤0.01%	471
2023 Q1	$2.28K	Buy	7 +3	+75%	+$992	﹤0.01%	460
2022 Q4	$1.34K	Hold	4	–	–	﹤0.01%	458
2022 Q3	$1.11K	Hold	4	–	–	﹤0.01%	460
2022 Q2	$967	Buy	4 +1	+33%	+$266	﹤0.01%	528
2022 Q1	$892	Buy	+3	New	+$869	﹤0.01%	533

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

West Paces Advisors's IT Position: Q2 2025 in Review

West Paces Advisors sold out of Gartner (IT) in Q2 2025, closing a stake of 4 shares — an estimated $1.68K sold.

West Paces Advisors first reported a position in IT in Q1 2022 and held it in 13 quarters. The position peaked at $3.16K in Q4 2023. 897 funds tracked by Wall St. Rank hold IT as of Q2 2025.

West Paces Advisors reported no remaining Gartner position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 4 Gartner shares in Q2 2025, an estimated $1.68K.
West Paces Advisors first reported a position in Gartner in Q1 2022 and held it in 13 quarters.
West Paces Advisors's Gartner position peaked at $3.16K in Q4 2023.
897 funds tracked by Wall St. Rank held Gartner as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.