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
-7,500
Closed -$1.89M – 1723
2025
Q4 		$1.89M Buy
+7,500
New +$1.81M ﹤0.01% 647
2025
Q1 		– Sell
-300
Closed -$145K – 1619
2024
Q4 		$145K Sell
300
-400
-57% -$206K ﹤0.01% 1646
2024
Q3 		$355K Buy
700
+400
+133% +$192K ﹤0.01% 1335
2024
Q2 		$135K Buy
300
+200
+200% +$89K ﹤0.01% 1847
2024
Q1 		$47.7K Sell
100
-500
-83% -$230K ﹤0.01% 2207
2023
Q4 		$271K Buy
+600
New +$240K ﹤0.01% 1636
2023
Q3 		– Sell
-700
Closed -$245K – 2187
2023
Q2 		$245K Buy
700
+100
+17% +$32.6K ﹤0.01% 1475
2023
Q1 		$195K Buy
+600
New +$198K ﹤0.01% 1270
2022
Q4 		– Sell
-3,200
Closed -$885K – 1582
2022
Q3 		$885K Buy
3,200
+100
+3% +$28K 0.01% 1084
2022
Q2 		$750K Sell
3,100
-5,900
-66% -$1.57M ﹤0.01% 1109
2022
Q1 		$2.68M Buy
9,000
+5,100
+131% +$1.48M 0.01% 930
2021
Q4 		$1.3M Buy
3,900
+900
+30% +$289K ﹤0.01% 1225
2021
Q3 		$912K Buy
3,000
+900
+43% +$261K ﹤0.01% 1454
2021
Q2 		$509K Sell
2,100
-4,200
-67% -$919K ﹤0.01% 1377
2021
Q1 		$1.15M Buy
6,300
+3,800
+152% +$661K ﹤0.01% 1077
2020
Q4 		$400K Buy
+2,500
New +$360K ﹤0.01% 1301

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. 713 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.
  • 713 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.