Breakwater Investment Management’s Gartner IT Stock Holding History

Breakwater Investment 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	$519	Buy	4 +1	+33%	+$151	﹤0.01%	543
2026 Q1	$476	Buy	3 +1	+50%	+$184	﹤0.01%	459
2025 Q4	$505	Sell	2 -1	-33%	-$241	﹤0.01%	431
2025 Q3	$789	Buy	3 +2	+200%	+$583	﹤0.01%	315
2025 Q2	$405	Hold	1	–	–	﹤0.01%	300
2025 Q1	$420	Hold	1	–	–	﹤0.01%	304
2024 Q4	$485	Hold	1	–	–	﹤0.01%	294
2024 Q3	$507	Hold	1	–	–	﹤0.01%	294
2024 Q2	$450	Hold	1	–	–	﹤0.01%	301
2024 Q1	$477	Buy	+1	New	+$460	﹤0.01%	296

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

Breakwater Investment Management's IT Position: Q2 2026 in Review

Breakwater Investment Management increased its Gartner (IT) stake by 33% in Q2 2026, buying an estimated $151 and bringing the position to 4 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Breakwater Investment Management first reported a position in IT in Q1 2024 and has held it in 10 quarters since. The position peaked at $789 in Q3 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Breakwater Investment Management held 4 shares of Gartner worth $519 as of Q2 2026.
Breakwater Investment Management bought 1 Gartner share in Q2 2026, an estimated $151.
Gartner made up ﹤0.01% of Breakwater Investment Management's portfolio in Q2 2026, its #543 holding.
Breakwater Investment Management first reported a position in Gartner in Q1 2024 and has held it in 10 quarters since.
Breakwater Investment Management's Gartner position peaked at $789 in Q3 2025.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Breakwater Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.