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
Q2 		$1.55K Sell
12
-21
-64% -$3.16K ﹤0.01% 731
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

BAMCO Inc
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bruce G. Allen Investments's IT Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Gartner (IT) stake by 64% in Q2 2026, selling an estimated $3.16K and leaving 12 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Bruce G. Allen Investments first reported a position in IT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.63K in Q3 2024. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Bruce G. Allen Investments held 12 shares of Gartner worth $1.55K as of Q2 2026.
  • Bruce G. Allen Investments sold 21 Gartner shares in Q2 2026, an estimated $3.16K.
  • Gartner made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #731 holding.
  • Bruce G. Allen Investments first reported a position in Gartner in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Gartner position peaked at $9.63K in Q3 2024.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.