Cerity Partners
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Cerity Partners’s Gartner IT Stock Holding History

Cerity Partners’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 		$14.3M Buy
110,175
+48,724
+79% +$7.34M 0.02% 601
2026
Q1 		$9.73M Buy
61,451
+2,360
+4% +$434K 0.01% 705
2025
Q4 		$14.9M Buy
59,091
+26,652
+82% +$6.41M 0.02% 496
2025
Q3 		$8.53M Buy
32,439
+17,810
+122% +$5.19M 0.01% 646
2025
Q2 		$5.91M Sell
14,629
-745
-5% -$312K 0.01% 737
2025
Q1 		$6.45M Sell
15,374
-590
-4% -$291K 0.01% 631
2024
Q4 		$7.89M Sell
15,964
-1,204
-7% -$621K 0.02% 569
2024
Q3 		$8.7M Buy
17,168
+10,729
+167% +$5.16M 0.02% 525
2024
Q2 		$2.89M Sell
6,439
-5,369
-45% -$2.39M 0.01% 772
2024
Q1 		$5.63M Buy
11,808
+7,779
+193% +$3.58M 0.01% 623
2023
Q4 		$1.82M Buy
4,029
+1,014
+34% +$405K 0.01% 794
2023
Q3 		$1.04M Buy
3,015
+1,185
+65% +$413K 0.01% 747
2023
Q2 		$641K Sell
1,830
-122
-6% -$39.7K ﹤0.01% 1086
2023
Q1 		$636K Buy
1,952
+341
+21% +$113K ﹤0.01% 1177
2022
Q4 		$542K Buy
1,611
+391
+32% +$126K ﹤0.01% 910
2022
Q3 		$338K Buy
1,220
+47
+4% +$13.2K ﹤0.01% 848
2022
Q2 		$284K Buy
+1,173
New +$312K ﹤0.01% 927
2022
Q1 		– Sell
-1,061
Closed -$357K – 1020
2021
Q4 		$357K Buy
+1,061
New +$341K 0.01% 716
2019
Q2 		– Sell
-2,256
Closed -$342K – 536
2019
Q1 		$342K Buy
2,256
+277
+14% +$38.4K 0.02% 396
2018
Q4 		$253K Buy
1,979
+487
+33% +$70.3K 0.02% 435
2018
Q3 		$236K Buy
+1,492
New +$216K 0.02% 480

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

Cerity Partners's IT Position: Q2 2026 in Review

Cerity Partners increased its Gartner (IT) stake by 79% in Q2 2026, buying an estimated $7.34M and bringing the position to 110,175 shares worth $14.3M. The position accounts for 0.02% of the portfolio, ranked #601.

Cerity Partners first reported a position in IT in Q3 2018 and has held it in 21 quarters since. The position peaked at $14.9M in Q4 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Cerity Partners held 110,175 shares of Gartner worth $14.3M as of Q2 2026.
  • Cerity Partners bought 48,724 Gartner shares in Q2 2026, an estimated $7.34M.
  • Gartner made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #601 holding.
  • Cerity Partners first reported a position in Gartner in Q3 2018 and has held it in 21 quarters since.
  • Cerity Partners's Gartner position peaked at $14.9M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.