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Advisory Research’s Gates Industrial Corp GTES Stock Holding History

Advisory Research’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-51,984
Closed -$1.12M – 143
2025
Q4 		$1.12M Sell
51,984
-4,217
-8% -$97.3K 0.14% 105
2025
Q3 		$1.39M Sell
56,201
-2,486
-4% -$61.7K 0.18% 96
2025
Q2 		$1.35M Sell
58,687
-3,250
-5% -$65.5K 0.21% 94
2025
Q1 		$1.14M Sell
61,937
-3,111
-5% -$64.1K 0.2% 101
2024
Q4 		$1.34M Sell
65,048
-8,088
-11% -$163K 0.22% 93
2024
Q3 		$1.28M Sell
73,136
-140,784
-66% -$2.4M 0.23% 98
2024
Q2 		$3.38M Sell
213,920
-33,243
-13% -$564K 0.64% 42
2024
Q1 		$4.38M Buy
247,163
+6,265
+3% +$90.6K 0.87% 34
2023
Q4 		$3.23M Sell
240,898
-36,430
-13% -$431K 0.5% 48
2023
Q3 		$3.22M Sell
277,328
-81,519
-23% -$1.01M 0.45% 53
2023
Q2 		$4.84M Buy
358,847
+65,688
+22% +$852K 0.62% 35
2023
Q1 		$4.07M Buy
293,159
+28,077
+11% +$374K 0.67% 36
2022
Q4 		$3.02M Sell
265,082
-8,088
-3% -$89.2K 0.28% 58
2022
Q3 		$2.67M Sell
273,170
-2,389
-0.9% -$27K 0.26% 72
2022
Q2 		$2.98M Sell
275,559
-211,475
-43% -$2.65M 0.29% 68
2022
Q1 		$7.33M Buy
487,034
+23,973
+5% +$375K 0.59% 35
2021
Q4 		$7.37M Sell
463,061
-575,091
-55% -$9.43M 0.58% 36
2021
Q3 		$16.9M Buy
1,038,152
+1,018,375
+5,149% +$17.4M 1.08% 17
2021
Q2 		$357K Sell
19,777
-1,597
-7% -$27.9K 0.02% 296
2021
Q1 		$342K Buy
+21,374
New +$331K 0.02% 299

Other funds holding GTES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Research's GTES Position: Q1 2026 in Review

Advisory Research sold out of Gates Industrial Corp (GTES) in Q1 2026, closing a stake of 51,984 shares — an estimated $1.12M sold.

Advisory Research first reported a position in GTES in Q1 2021 and held it in 20 quarters. The position peaked at $16.9M in Q3 2021. 385 funds tracked by Wall St. Rank hold GTES as of Q1 2026.

  • Advisory Research reported no remaining Gates Industrial Corp position as of Q1 2026 after selling out during the quarter.
  • Advisory Research sold 51,984 Gates Industrial Corp shares in Q1 2026, an estimated $1.12M.
  • Advisory Research first reported a position in Gates Industrial Corp in Q1 2021 and held it in 20 quarters.
  • Advisory Research's Gates Industrial Corp position peaked at $16.9M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.