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
Q1 		$523K Buy
+3,300
New +$607K ﹤0.01% 2006

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

CAPTRUST Financial Advisors's IT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Gartner (IT) stake by 39% in Q1 2026, buying an estimated $1.4M and bringing the position to 27,070 shares worth $4.29M. The position accounts for 0.01% of the portfolio, ranked #835.

CAPTRUST Financial Advisors first reported a position in IT in Q4 2017 and has held it in 32 quarters since. The position peaked at $12.4M in Q2 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • CAPTRUST Financial Advisors held 27,070 shares of Gartner worth $4.29M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 7,611 Gartner shares in Q1 2026, an estimated $1.4M.
  • Gartner made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #835 holding.
  • CAPTRUST Financial Advisors first reported a position in Gartner in Q4 2017 and has held it in 32 quarters since.
  • CAPTRUST Financial Advisors's Gartner position peaked at $12.4M in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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