AGF Management’s Gartner IT Stock Holding History

AGF Management’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
2026 Q1	$3.7M	Buy	23,361 +7,810	+50%	+$1.44M	0.02%	327
2025 Q4	$3.92M	Buy	15,551 +1,816	+13%	+$437K	0.02%	288
2025 Q3	$3.61M	Buy	+13,735	New	+$4.01M	0.02%	328
2023 Q4	–	Sell	-9,101	Closed	-$3.13M	–	755
2023 Q3	$3.13M	Sell	9,101 -1,528	-14%	-$533K	0.02%	331
2023 Q2	$3.72M	Buy	10,629 +524	+5%	+$171K	0.03%	322
2023 Q1	$3.29M	Buy	+10,105	New	+$3.34M	0.02%	399

Other funds holding IT

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

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

AGF Management's IT Position: Q1 2026 in Review

AGF Management increased its Gartner (IT) stake by 50% in Q1 2026, buying an estimated $1.44M and bringing the position to 23,361 shares worth $3.7M. The position accounts for 0.02% of the portfolio, ranked #327.

AGF Management first reported a position in IT in Q1 2023 and has held it in 6 quarters since. The position peaked at $3.92M in Q4 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

AGF Management held 23,361 shares of Gartner worth $3.7M as of Q1 2026.
AGF Management bought 7,810 Gartner shares in Q1 2026, an estimated $1.44M.
Gartner made up 0.02% of AGF Management's portfolio in Q1 2026, its #327 holding.
AGF Management first reported a position in Gartner in Q1 2023 and has held it in 6 quarters since.
AGF Management's Gartner position peaked at $3.92M in Q4 2025.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.