CFO
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Callan Family Office’s Gartner IT Stock Holding History

Callan Family Office’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 		$457K Buy
2,884
+756
+36% +$139K 0.01% 797
2025
Q4 		$537K Buy
2,128
+850
+67% +$205K 0.01% 760
2025
Q3 		$336K Sell
1,278
-1,184
-48% -$345K 0.01% 660
2025
Q2 		$995K Buy
2,462
+1,460
+146% +$611K 0.03% 405
2025
Q1 		$421K Buy
1,002
+90
+10% +$44.4K 0.03% 364
2024
Q4 		$442K Buy
+912
New +$470K 0.03% 395

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

Callan Family Office's IT Position: Q1 2026 in Review

Callan Family Office increased its Gartner (IT) stake by 36% in Q1 2026, buying an estimated $139K and bringing the position to 2,884 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #797.

Callan Family Office first reported a position in IT in Q4 2024 and has held it in 6 quarters since. The position peaked at $995K in Q2 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Callan Family Office held 2,884 shares of Gartner worth $457K as of Q1 2026.
  • Callan Family Office bought 756 Gartner shares in Q1 2026, an estimated $139K.
  • Gartner made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #797 holding.
  • Callan Family Office first reported a position in Gartner in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Gartner position peaked at $995K in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.