AFT
IT icon

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
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

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
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alpha Family Trust's IT Position: Q1 2026 in Review

Alpha Family Trust increased its Gartner (IT) stake by 72% in Q1 2026, buying an estimated $107K and bringing the position to 1,390 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #185.

Alpha Family Trust first reported a position in IT in Q3 2025 and has held it in 3 quarters since. The position peaked at $247K in Q3 2025. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Alpha Family Trust held 1,390 shares of Gartner worth $220K as of Q1 2026.
  • Alpha Family Trust bought 580 Gartner shares in Q1 2026, an estimated $107K.
  • Gartner made up 0.11% of Alpha Family Trust's portfolio in Q1 2026, its #185 holding.
  • Alpha Family Trust first reported a position in Gartner in Q3 2025 and has held it in 3 quarters since.
  • Alpha Family Trust's Gartner position peaked at $247K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.