CG
IT icon

Caprock Group’s Gartner IT Stock Holding History

Caprock Group’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
-2,708
Closed -$683K – 1200
2025
Q4 		$683K Buy
2,708
+1,530
+130% +$368K 0.01% 716
2025
Q3 		$296K Buy
+1,178
New +$344K 0.01% 949
2025
Q1 		$646K Sell
1,540
-233
-13% -$115K 0.02% 621
2024
Q4 		$859K Sell
1,773
-71
-4% -$36.6K 0.03% 462
2024
Q3 		$934K Sell
1,844
-3
-0.2% -$1.44K 0.03% 407
2024
Q2 		$829K Buy
1,847
+856
+86% +$381K 0.03% 418
2024
Q1 		$472K Buy
991
+63
+7% +$29K 0.03% 429
2023
Q4 		$419K Buy
928
+42
+5% +$16.8K 0.03% 438
2023
Q3 		$304K Sell
886
-108
-11% -$37.7K 0.02% 490
2023
Q2 		$348K Buy
994
+245
+33% +$79.8K 0.03% 460
2023
Q1 		$244K Buy
+749
New +$248K 0.02% 541

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

Caprock Group's IT Position: Q1 2026 in Review

Caprock Group sold out of Gartner (IT) in Q1 2026, closing a stake of 2,708 shares — an estimated $683K sold.

Caprock Group first reported a position in IT in Q1 2023 and held it in 11 quarters. The position peaked at $934K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Caprock Group reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 2,708 Gartner shares in Q1 2026, an estimated $683K.
  • Caprock Group first reported a position in Gartner in Q1 2023 and held it in 11 quarters.
  • Caprock Group's Gartner position peaked at $934K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.