Baker Avenue Asset Management’s Gartner IT Stock Holding History

Baker Avenue Asset 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 Q2	$223K	Sell	1,720 -824	-32%	-$124K	﹤0.01%	760
2026 Q1	$403K	Buy	+2,544	New	+$468K	0.01%	502
2023 Q4	–	Sell	-26	Closed	-$8.93K	–	914
2023 Q3	$8.93K	Buy	26 +3	+13%	+$1.05K	﹤0.01%	787
2023 Q2	$8.06K	Sell	23 -2	-8%	-$651	﹤0.01%	780
2023 Q1	$8.14K	Sell	25 -1,631	-98%	-$539K	﹤0.01%	793
2022 Q4	$557K	Buy	1,656 +269	+19%	+$86.8K	0.03%	228
2022 Q3	$384K	Buy	+1,387	New	+$389K	0.02%	258

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

Baker Avenue Asset Management's IT Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Gartner (IT) stake by 32% in Q2 2026, selling an estimated $124K and leaving 1,720 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Baker Avenue Asset Management first reported a position in IT in Q3 2022 and has held it in 7 quarters since. The position peaked at $557K in Q4 2022. 648 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Baker Avenue Asset Management held 1,720 shares of Gartner worth $223K as of Q2 2026.
Baker Avenue Asset Management sold 824 Gartner shares in Q2 2026, an estimated $124K.
Gartner made up ﹤0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #760 holding.
Baker Avenue Asset Management first reported a position in Gartner in Q3 2022 and has held it in 7 quarters since.
Baker Avenue Asset Management's Gartner position peaked at $557K in Q4 2022.
648 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.