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CBIZ Investment Advisory Services’s Gartner IT Stock Holding History

CBIZ Investment Advisory Services’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
-75
Closed -$18.9K – 588
2025
Q4 		$18.9K Buy
75
+47
+168% +$11.3K ﹤0.01% 277
2025
Q3 		$7.36K Buy
28
+11
+65% +$3.21K ﹤0.01% 390
2025
Q2 		$6.87K Buy
+17
New +$7.11K ﹤0.01% 402

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBIZ Investment Advisory Services's IT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Gartner (IT) in Q1 2026, closing a stake of 75 shares — an estimated $18.9K sold.

CBIZ Investment Advisory Services first reported a position in IT in Q2 2025 and held it in 3 quarters. The position peaked at $18.9K in Q4 2025. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 75 Gartner shares in Q1 2026, an estimated $18.9K.
  • CBIZ Investment Advisory Services first reported a position in Gartner in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Gartner position peaked at $18.9K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.