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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
Q2 		$367K Buy
2,832
+960
+51% +$145K 0.12% 157
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

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 $3.37T AUM 44.26% 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

Caerus Investment Advisors's IT Position: Q2 2026 in Review

Caerus Investment Advisors increased its Gartner (IT) stake by 51% in Q2 2026, buying an estimated $145K and bringing the position to 2,832 shares worth $367K. The position accounts for 0.12% of the portfolio, ranked #157.

Caerus Investment Advisors first reported a position in IT in Q3 2025 and has held it in 4 quarters since. The position peaked at $850K in Q4 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Caerus Investment Advisors held 2,832 shares of Gartner worth $367K as of Q2 2026.
  • Caerus Investment Advisors bought 960 Gartner shares in Q2 2026, an estimated $145K.
  • Gartner made up 0.12% of Caerus Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Caerus Investment Advisors first reported a position in Gartner in Q3 2025 and has held it in 4 quarters since.
  • Caerus Investment Advisors's Gartner position peaked at $850K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.