CGPCS
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Capital Group Private Client Services’s Gartner IT Stock Holding History

Capital Group Private Client Services’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 		– Sell
-6,105
Closed -$1.54M – 270
2025
Q4 		$1.54M Sell
6,105
-49
-0.8% -$11.8K 0.02% 185
2025
Q3 		$1.62M Buy
+6,154
New +$1.79M 0.03% 186

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

Capital Group Private Client Services's IT Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Gartner (IT) in Q1 2026, closing a stake of 6,105 shares — an estimated $1.54M sold.

Capital Group Private Client Services first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $1.62M in Q3 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Capital Group Private Client Services reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 6,105 Gartner shares in Q1 2026, an estimated $1.54M.
  • Capital Group Private Client Services first reported a position in Gartner in Q3 2025 and held it in 2 quarters.
  • Capital Group Private Client Services's Gartner position peaked at $1.62M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.