CFO
IT icon

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
Q2 		$419K Buy
3,234
+350
+12% +$52.7K 0.01% 874
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

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

Callan Family Office's IT Position: Q2 2026 in Review

Callan Family Office increased its Gartner (IT) stake by 12% in Q2 2026, buying an estimated $52.7K and bringing the position to 3,234 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #874.

Callan Family Office first reported a position in IT in Q4 2024 and has held it in 7 quarters since. The position peaked at $995K in Q2 2025. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Callan Family Office held 3,234 shares of Gartner worth $419K as of Q2 2026.
  • Callan Family Office bought 350 Gartner shares in Q2 2026, an estimated $52.7K.
  • Gartner made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #874 holding.
  • Callan Family Office first reported a position in Gartner in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Gartner position peaked at $995K in Q2 2025.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.