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Westwind Capital’s Gartner IT Stock Holding History

Westwind Capital’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
Q1 		– Sell
-29,538
Closed -$14.3M – 43
2024
Q4 		$14.3M Buy
29,538
+122
+0.4% +$62.9K 3.12% 14
2024
Q3 		$14.9M Sell
29,416
-18,961
-39% -$9.12M 3.62% 12
2024
Q2 		$19.7M Buy
48,377
+4,816
+11% +$2.14M 4.88% 10
2024
Q1 		$20.8M Buy
43,561
+593
+1% +$273K 5.26% 9
2023
Q4 		$19.4M Sell
42,968
-13,258
-24% -$5.3M 5.29% 10
2023
Q3 		$19.3M Sell
56,226
-133
-0.2% -$46.4K 5.94% 4
2023
Q2 		$19.7M Buy
56,359
+18,124
+47% +$5.9M 5.53% 8
2023
Q1 		$12.5M Buy
38,235
+259
+0.7% +$85.6K 3.98% 13
2022
Q4 		$12.8M Sell
37,976
-9
-0% -$2.9K 4.34% 11
2022
Q3 		$10.5M Buy
+37,985
New +$10.6M 3.68% 13
2020
Q1 		– Sell
-408
Closed -$63K – 45
2019
Q4 		$63K Hold
408
– – 0.03% 29
2019
Q3 		$58K Sell
408
-61,340
-99% -$8.92M 0.03% 31
2019
Q2 		$9.94M Buy
61,748
+1,669
+3% +$261K 5.65% 9
2019
Q1 		$9.11M Buy
60,079
+1,533
+3% +$213K 5.37% 8
2018
Q4 		$7.49M Buy
58,546
+2,694
+5% +$389K 5.37% 6
2018
Q3 		$8.85M Buy
55,852
+831
+2% +$120K 5.58% 6
2018
Q2 		$7.31M Buy
55,021
+1,023
+2% +$131K 5.55% 7
2018
Q1 		$6.35M Buy
53,998
+975
+2% +$122K 5.09% 10
2017
Q4 		$6.53M Buy
+53,023
New +$6.44M 6.16% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Westwind Capital's IT Position: Q1 2025 in Review

Westwind Capital sold out of Gartner (IT) in Q1 2025, closing a stake of 29,538 shares — an estimated $14.3M sold.

Westwind Capital first reported a position in IT in Q4 2017 and held it in 19 quarters. The position peaked at $20.8M in Q1 2024. 921 funds tracked by Wall St. Rank hold IT as of Q1 2025.

  • Westwind Capital reported no remaining Gartner position as of Q1 2025 after selling out during the quarter.
  • Westwind Capital sold 29,538 Gartner shares in Q1 2025, an estimated $14.3M.
  • Westwind Capital first reported a position in Gartner in Q4 2017 and held it in 19 quarters.
  • Westwind Capital's Gartner position peaked at $20.8M in Q1 2024.
  • 921 funds tracked by Wall St. Rank held Gartner as of Q1 2025.

Based on Westwind Capital's 13F filing for Q1 2025, filed 24 Apr 2025.