Alpha Family Trust’s Gartner IT Stock Holding History

Alpha Family Trust’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 Q2	–	Sell	-1,390	Closed	-$220K	–	213
2026 Q1	$220K	Buy	1,390 +580	+72%	+$107K	0.11%	185
2025 Q4	$204K	Sell	810 -130	-14%	-$31.3K	0.09%	194
2025 Q3	$247K	Buy	+940	New	+$274K	0.12%	157

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Alpha Family Trust's IT Position: Q2 2026 in Review

Alpha Family Trust sold out of Gartner (IT) in Q2 2026, closing a stake of 1,390 shares — an estimated $220K sold.

Alpha Family Trust first reported a position in IT in Q3 2025 and held it in 3 quarters. The position peaked at $247K in Q3 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Alpha Family Trust reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Alpha Family Trust sold 1,390 Gartner shares in Q2 2026, an estimated $220K.
Alpha Family Trust first reported a position in Gartner in Q3 2025 and held it in 3 quarters.
Alpha Family Trust's Gartner position peaked at $247K in Q3 2025.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.