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Capital Performance Advisors’s Gartner IT Stock Holding History

Capital Performance Advisors’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
-1,971
Closed -$312K – 403
2026
Q1 		$312K Buy
1,971
+1,105
+128% +$203K 0.02% 320
2025
Q4 		$218K Buy
+866
New +$208K 0.02% 399
2024
Q4 		– Sell
-152
Closed -$76.9K – 1394
2024
Q3 		$76.9K Buy
+152
New +$73.1K 0.02% 250

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 $3.37T AUM 44.26% 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

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

Capital Performance Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 1,971 shares — an estimated $312K sold.

Capital Performance Advisors first reported a position in IT in Q3 2024 and held it in 3 quarters. The position peaked at $312K in Q1 2026. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Capital Performance Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 1,971 Gartner shares in Q2 2026, an estimated $312K.
  • Capital Performance Advisors first reported a position in Gartner in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's Gartner position peaked at $312K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.