Asset Dedication LLC’s Gartner IT Stock Holding History

Asset Dedication LLC’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	$4.93K	Sell	38 -15	-28%	-$2.26K	﹤0.01%	911
2026 Q1	$8.39K	Sell	53 -227	-81%	-$41.8K	﹤0.01%	791
2025 Q4	$70.6K	Sell	280 -36	-11%	-$8.66K	﹤0.01%	447
2025 Q3	$83.1K	Buy	316 +215	+213%	+$62.7K	0.01%	445
2025 Q2	$40.8K	Hold	101	–	–	﹤0.01%	557
2025 Q1	$42.4K	Sell	101 -47	-32%	-$23.2K	﹤0.01%	507
2024 Q4	$71.7K	Hold	148	–	–	0.01%	419
2024 Q3	$75K	Buy	148 +47	+47%	+$22.6K	0.01%	448
2024 Q2	$45.4K	Hold	101	–	–	﹤0.01%	509
2024 Q1	$48K	Hold	101	–	–	﹤0.01%	449
2023 Q4	$46K	Hold	101	–	–	﹤0.01%	442
2023 Q3	$34K	Buy	101 +13	+15%	+$4.54K	﹤0.01%	481
2023 Q2	$31K	Hold	88	–	–	﹤0.01%	498
2023 Q1	$29K	Buy	88 +33	+60%	+$10.9K	﹤0.01%	493
2022 Q4	$19K	Hold	55	–	–	﹤0.01%	560
2022 Q3	$15K	Buy	+55	New	+$15.4K	﹤0.01%	562
2022 Q2	–	Sell	-55	Closed	-$15K	–	722
2022 Q1	$15K	Buy	55 +5	+10%	+$1.45K	﹤0.01%	606
2021 Q4	$17K	Hold	50	–	–	﹤0.01%	570
2021 Q3	$16K	Buy	50 +15	+43%	+$4.35K	﹤0.01%	608
2021 Q2	$8K	Buy	+35	New	+$7.66K	﹤0.01%	662

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

Asset Dedication LLC's IT Position: Q2 2026 in Review

Asset Dedication LLC reduced its Gartner (IT) stake by 28% in Q2 2026, selling an estimated $2.26K and leaving 38 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Asset Dedication LLC first reported a position in IT in Q2 2021 and has held it in 20 quarters since. The position peaked at $83.1K in Q3 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Asset Dedication LLC held 38 shares of Gartner worth $4.93K as of Q2 2026.
Asset Dedication LLC sold 15 Gartner shares in Q2 2026, an estimated $2.26K.
Gartner made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #911 holding.
Asset Dedication LLC first reported a position in Gartner in Q2 2021 and has held it in 20 quarters since.
Asset Dedication LLC's Gartner position peaked at $83.1K in Q3 2025.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.