Capstone Investment Advisors
IT icon

Capstone Investment Advisors’s Gartner IT Stock Holding History

Capstone Investment 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
Q1 		– Sell
-830
Closed -$209K – 1724
2025
Q4 		$209K Buy
830
+58
+8% +$14K ﹤0.01% 1488
2025
Q3 		$203K Buy
+772
New +$225K ﹤0.01% 1825
2025
Q2 		– Sell
-9,510
Closed -$3.99M – 1666
2025
Q1 		$3.99M Buy
9,510
+634
+7% +$312K 0.01% 516
2024
Q4 		$4.3M Buy
8,876
+7,863
+776% +$4.05M 0.01% 601
2024
Q3 		$513K Sell
1,013
-2,347
-70% -$1.13M ﹤0.01% 1204
2024
Q2 		$1.51M Buy
3,360
+1,848
+122% +$822K ﹤0.01% 830
2024
Q1 		$721K Buy
+1,512
New +$696K ﹤0.01% 1351
2023
Q2 		– Sell
-129
Closed -$42K – 1883
2023
Q1 		$42K Buy
+129
New +$42.6K ﹤0.01% 1436
2022
Q4 		– Sell
-3,515
Closed -$973K – 1583
2022
Q3 		$973K Sell
3,515
-139
-4% -$39K 0.01% 1039
2022
Q2 		$884K Buy
3,654
+3,164
+646% +$842K ﹤0.01% 1067
2022
Q1 		$146K Buy
+490
New +$142K ﹤0.01% 1810
2021
Q1 		– Sell
-1,116
Closed -$194K – 1813
2020
Q4 		$179K Buy
+1,116
New +$161K ﹤0.01% 1471
2017
Q1 		– Sell
-16,453
Closed -$1.66M – 995
2016
Q4 		$1.66M Sell
16,453
-6,490
-28% -$627K 0.05% 311
2016
Q3 		$2.03M Buy
22,943
+9,090
+66% +$853K 0.04% 257
2016
Q2 		$1.35M Buy
+13,853
New +$1.32M 0.03% 301

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

Capstone Investment Advisors's IT Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 830 shares — an estimated $209K sold.

Capstone Investment Advisors first reported a position in IT in Q2 2016 and held it in 15 quarters. The position peaked at $4.3M in Q4 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 830 Gartner shares in Q1 2026, an estimated $209K.
  • Capstone Investment Advisors first reported a position in Gartner in Q2 2016 and held it in 15 quarters.
  • Capstone Investment Advisors's Gartner position peaked at $4.3M in Q4 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.