BGAI
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Bruce G. Allen Investments’s Gartner IT Stock Holding History

Bruce G. Allen Investments’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 		$5.22K Sell
33
-5
-13% -$920 ﹤0.01% 554
2025
Q4 		$9.59K Buy
38
+20
+111% +$4.81K 0.01% 480
2025
Q3 		$4.73K Sell
18
-1
-5% -$292 ﹤0.01% 573
2025
Q2 		$7.68K Hold
19
– – 0.01% 512
2025
Q1 		$7.97K Hold
19
– – 0.01% 491
2024
Q4 		$9.21K Hold
19
– – 0.01% 483
2024
Q3 		$9.63K Hold
19
– – 0.01% 481
2024
Q2 		$8.53K Hold
19
– – 0.01% 488
2024
Q1 		$9.06K Hold
19
– – 0.01% 491
2023
Q4 		$8.57K Buy
+19
New +$7.59K 0.01% 510

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

Bruce G. Allen Investments's IT Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Gartner (IT) stake by 13% in Q1 2026, selling an estimated $920 and leaving 33 shares worth $5.22K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Bruce G. Allen Investments first reported a position in IT in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.63K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Bruce G. Allen Investments held 33 shares of Gartner worth $5.22K as of Q1 2026.
  • Bruce G. Allen Investments sold 5 Gartner shares in Q1 2026, an estimated $920.
  • Gartner made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #554 holding.
  • Bruce G. Allen Investments first reported a position in Gartner in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Gartner position peaked at $9.63K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.