Caldwell Trust’s Gartner IT Stock Holding History

Caldwell Trust’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	$25.9K	Hold	200	–	–	﹤0.01%	569
2026 Q1	$31.7K	Hold	200	–	–	﹤0.01%	541
2025 Q4	$50.5K	Hold	200	–	–	﹤0.01%	483
2025 Q3	$52.6K	Hold	200	–	–	﹤0.01%	467
2025 Q2	$80.8K	Hold	200	–	–	0.01%	400
2025 Q1	$83.9K	Hold	200	–	–	0.01%	396
2024 Q4	$96.9K	Hold	200	–	–	0.01%	381
2024 Q3	$101K	Hold	200	–	–	0.01%	376
2024 Q2	$89.8K	Hold	200	–	–	0.01%	393
2024 Q1	$95.3K	Hold	200	–	–	0.01%	384
2023 Q4	$90.2K	Hold	200	–	–	0.01%	378
2023 Q3	$68.7K	Hold	200	–	–	0.01%	393
2023 Q2	$70.1K	Hold	200	–	–	0.01%	402
2023 Q1	$65.2K	Hold	200	–	–	0.01%	402
2022 Q4	$67.2K	Hold	200	–	–	0.01%	386
2022 Q3	$55.3K	Hold	200	–	–	0.01%	414
2022 Q2	$48.4K	Hold	200	–	–	0.01%	450
2022 Q1	$59.5K	Hold	200	–	–	0.01%	438
2021 Q4	$66.9K	Hold	200	–	–	0.01%	423
2021 Q3	$60.8K	Hold	200	–	–	0.01%	421
2021 Q2	$48.4K	Hold	200	–	–	0.01%	454
2021 Q1	$36.5K	Hold	200	–	–	0.01%	479
2020 Q4	$32K	Hold	200	–	–	﹤0.01%	479
2020 Q3	$25K	Hold	200	–	–	﹤0.01%	503
2020 Q2	$24.3K	Hold	200	–	–	﹤0.01%	520
2020 Q1	$19.9K	Hold	200	–	–	﹤0.01%	553
2019 Q4	$30.8K	Buy	+200	New	+$30.5K	﹤0.01%	529

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

Caldwell Trust's IT Position: Q2 2026 in Review

Caldwell Trust held its Gartner (IT) position steady in Q2 2026 at 200 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Caldwell Trust first reported a position in IT in Q4 2019 and has held it in 27 quarters since. The position peaked at $101K in Q3 2024. 652 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Caldwell Trust held 200 shares of Gartner worth $25.9K as of Q2 2026.
Caldwell Trust left its Gartner share count unchanged in Q2 2026.
Gartner made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #569 holding.
Caldwell Trust first reported a position in Gartner in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Gartner position peaked at $101K in Q3 2024.
652 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.