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Caerus Investment Advisors’s Gartner IT Stock Holding History

Caerus Investment Advisors’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 		$296K Sell
1,872
-1,499
-44% -$276K 0.12% 175
2025
Q4 		$850K Buy
3,371
+2,571
+321% +$619K 0.28% 74
2025
Q3 		$210K Buy
+800
New +$233K 0.09% 257

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

Caerus Investment Advisors's IT Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Gartner (IT) stake by 44% in Q1 2026, selling an estimated $276K and leaving 1,872 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #175.

Caerus Investment Advisors first reported a position in IT in Q3 2025 and has held it in 3 quarters since. The position peaked at $850K in Q4 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Caerus Investment Advisors held 1,872 shares of Gartner worth $296K as of Q1 2026.
  • Caerus Investment Advisors sold 1,499 Gartner shares in Q1 2026, an estimated $276K.
  • Gartner made up 0.12% of Caerus Investment Advisors's portfolio in Q1 2026, its #175 holding.
  • Caerus Investment Advisors first reported a position in Gartner in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Gartner position peaked at $850K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.