CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Gartner IT Stock Holding History

CAPTRUST Financial 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
Q2 		$428K Hold
3,300
– – ﹤0.01% 2287
2026
Q1 		$523K Buy
+3,300
New +$607K ﹤0.01% 2006

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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. 651 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.
  • 651 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.