CAPTRUST Financial Advisors’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.97M | Buy |
30,619
+3,549
| +13% | +$535K | 0.01% | 924 |
|
|
2026
Q1 | $4.29M | Buy |
27,070
+7,611
| +39% | +$1.4M | 0.01% | 835 |
|
|
2025
Q4 | $4.91M | Sell |
19,459
-5,170
| -21% | -$1.24M | 0.01% | 677 |
|
|
2025
Q3 | $6.47M | Sell |
24,629
-6,097
| -20% | -$1.78M | 0.01% | 569 |
|
|
2025
Q2 | $12.4M | Buy |
30,726
+1,672
| +6% | +$700K | 0.03% | 412 |
|
|
2025
Q1 | $12.2M | Buy |
29,054
+22,983
| +379% | +$11.3M | 0.03% | 383 |
|
|
2024
Q4 | $2.94M | Sell |
6,071
-1,022
| -14% | -$527K | 0.01% | 719 |
|
|
2024
Q3 | $3.59M | Buy |
7,093
+237
| +3% | +$114K | 0.01% | 626 |
|
|
2024
Q2 | $3.08M | Buy |
6,856
+1,078
| +19% | +$480K | 0.01% | 658 |
|
|
2024
Q1 | $2.75M | Sell |
5,778
-789
| -12% | -$363K | 0.01% | 681 |
|
|
2023
Q4 | $2.96M | Sell |
6,567
-441
| -6% | -$176K | 0.01% | 743 |
|
|
2023
Q3 | $2.41M | Buy |
7,008
+185
| +3% | +$64.5K | 0.01% | 794 |
|
|
2023
Q2 | $2.39M | Buy |
6,823
+2,778
| +69% | +$905K | 0.01% | 761 |
|
|
2023
Q1 | $1.32M | Buy |
4,045
+10
| +0.2% | +$3.31K | 0.01% | 901 |
|
|
2022
Q4 | $1.36M | Sell |
4,035
-1,019
| -20% | -$329K | 0.01% | 845 |
|
|
2022
Q3 | $1.4M | Buy |
5,054
+1,507
| +42% | +$423K | 0.01% | 791 |
|
|
2022
Q2 | $858K | Buy |
3,547
+1,303
| +58% | +$347K | 0.01% | 909 |
|
|
2022
Q1 | $668K | Buy |
2,244
+839
| +60% | +$243K | ﹤0.01% | 1017 |
|
|
2021
Q4 | $470K | Buy |
1,405
+261
| +23% | +$83.9K | ﹤0.01% | 1156 |
|
|
2021
Q3 | $348K | Buy |
1,144
+657
| +135% | +$190K | ﹤0.01% | 1218 |
|
|
2021
Q2 | $118K | Buy |
487
+22
| +5% | +$4.81K | ﹤0.01% | 1898 |
|
|
2021
Q1 | $85K | Buy |
465
+191
| +70% | +$33.2K | ﹤0.01% | 2074 |
|
|
2020
Q4 | $44K | Hold |
274
| – | – | ﹤0.01% | 1887 |
|
|
2020
Q3 | $34K | Buy |
274
+202
| +281% | +$25.7K | ﹤0.01% | 1756 |
|
|
2020
Q2 | $9K | Buy |
+72
| New | +$8.32K | ﹤0.01% | 2217 |
|
|
2019
Q4 | – | Sell |
-677
| Closed | -$97K | – | 1396 |
|
|
2019
Q3 | $97K | Sell |
677
-992
| -59% | -$144K | ﹤0.01% | 787 |
|
|
2019
Q2 | $269K | Sell |
1,669
-1,162
| -41% | -$182K | 0.01% | 503 |
|
|
2019
Q1 | $429K | Buy |
2,831
+2,791
| +6,978% | +$387K | 0.02% | 387 |
|
|
2018
Q4 | $5K | Buy |
40
+24
| +150% | +$3.46K | ﹤0.01% | 1331 |
|
|
2018
Q3 | $3K | Sell |
16
-193
| -92% | -$28K | ﹤0.01% | 1439 |
|
|
2018
Q2 | $28K | Sell |
209
-261
| -56% | -$33.4K | ﹤0.01% | 850 |
|
|
2018
Q1 | $55K | Buy |
470
+55
| +13% | +$6.87K | ﹤0.01% | 582 |
|
|
2017
Q4 | $51K | Buy |
+415
| New | +$50.4K | ﹤0.01% | 588 |
|
Other funds holding IT
IFP
CAPTRUST Financial Advisors's IT Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its Gartner (IT) stake by 13% in Q2 2026, buying an estimated $535K and bringing the position to 30,619 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #924.
CAPTRUST Financial Advisors first reported a position in IT in Q4 2017 and has held it in 33 quarters since. The position peaked at $12.4M in Q2 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.
- CAPTRUST Financial Advisors held 30,619 shares of Gartner worth $3.97M as of Q2 2026.
- CAPTRUST Financial Advisors bought 3,549 Gartner shares in Q2 2026, an estimated $535K.
- Gartner made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #924 holding.
- CAPTRUST Financial Advisors first reported a position in Gartner in Q4 2017 and has held it in 33 quarters since.
- CAPTRUST Financial Advisors's Gartner position peaked at $12.4M in Q2 2025.
- 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.