Capital Advisors Ltd’s Gartner IT Stock Holding History

Capital Advisors Ltd’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	–	Sell	-12	Closed	-$2K	–	1473
2026 Q1	$2K	Buy	12 +5	+71%	+$920	﹤0.01%	1106
2025 Q4	$2K	Sell	7 -10	-59%	-$2.41K	﹤0.01%	1087
2025 Q3	$4K	Sell	17 -8	-32%	-$2.33K	﹤0.01%	962
2025 Q2	$10K	Buy	25 +4	+19%	+$1.67K	﹤0.01%	791
2025 Q1	$9K	Sell	21 -21	-50%	-$10.3K	﹤0.01%	802
2024 Q4	$20K	Hold	42	–	–	﹤0.01%	619
2024 Q3	$21K	Buy	42 +21	+100%	+$10.1K	﹤0.01%	603
2024 Q2	$9K	Sell	21 -3	-13%	-$1.33K	﹤0.01%	776
2024 Q1	$11K	Buy	24 +3	+14%	+$1.38K	﹤0.01%	698
2023 Q4	$9K	Hold	21	–	–	﹤0.01%	712
2023 Q3	$7K	Hold	21	–	–	﹤0.01%	737
2023 Q2	$7K	Sell	21 -7	-25%	-$2.28K	﹤0.01%	754
2023 Q1	$9K	Sell	28 -19	-40%	-$6.28K	﹤0.01%	575
2022 Q4	$16K	Buy	47 +17	+57%	+$5.49K	﹤0.01%	488
2022 Q3	$8K	Buy	+30	New	+$8.41K	﹤0.01%	570
2022 Q1	–	Sell	-3	Closed	-$1K	–	1061
2021 Q4	$1K	Buy	+3	New	+$965	﹤0.01%	691

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

Capital Advisors Ltd's IT Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Gartner (IT) in Q2 2026, closing a stake of 12 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in IT in Q4 2021 and held it in 16 quarters. The position peaked at $21K in Q3 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Capital Advisors Ltd reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 12 Gartner shares in Q2 2026, an estimated $2K.
Capital Advisors Ltd first reported a position in Gartner in Q4 2021 and held it in 16 quarters.
Capital Advisors Ltd's Gartner position peaked at $21K in Q3 2024.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.