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
2025
Q4 		– Sell
-900
Closed -$237K – 1827
2025
Q3 		$237K Buy
+900
New +$262K ﹤0.01% 1749
2025
Q1 		– Sell
-700
Closed -$339K – 1620
2024
Q4 		$339K Buy
700
+200
+40% +$103K ﹤0.01% 1444
2024
Q3 		$253K Buy
500
+300
+150% +$144K ﹤0.01% 1480
2024
Q2 		$89.8K Buy
200
+100
+100% +$44.5K ﹤0.01% 1902
2024
Q1 		$47.7K Sell
100
-1,300
-93% -$598K ﹤0.01% 2208
2023
Q4 		$632K Buy
+1,400
New +$559K ﹤0.01% 1228
2023
Q3 		– Sell
-2,500
Closed -$876K – 2188
2023
Q2 		$876K Buy
2,500
+300
+14% +$97.7K ﹤0.01% 917
2023
Q1 		$717K Buy
+2,200
New +$727K ﹤0.01% 895
2022
Q4 		– Sell
-14,800
Closed -$4.09M – 1584
2022
Q3 		$4.09M Buy
14,800
+600
+4% +$168K 0.02% 466
2022
Q2 		$3.43M Sell
14,200
-22,100
-61% -$5.88M 0.02% 533
2022
Q1 		$10.8M Buy
36,300
+18,300
+102% +$5.3M 0.03% 444
2021
Q4 		$6.02M Sell
18,000
-1,100
-6% -$354K 0.01% 765
2021
Q3 		$5.8M Sell
19,100
-4,800
-20% -$1.39M 0.01% 804
2021
Q2 		$5.79M Sell
23,900
-4,100
-15% -$897K 0.01% 689
2021
Q1 		$5.11M Buy
28,000
+14,200
+103% +$2.47M 0.02% 646
2020
Q4 		$2.21M Buy
+13,800
New +$1.99M 0.01% 850

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.