Chicago Partners Investment Group’s Gartner IT Stock Holding History

Chicago Partners Investment Group’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	$645K	Sell	4,826 -1,390	-22%	-$209K	0.01%	851
2026 Q1	$976K	Buy	6,216 +2,796	+82%	+$514K	0.02%	565
2025 Q4	$793K	Buy	3,420 +1,847	+117%	+$445K	0.02%	540
2025 Q3	$397K	Buy	+1,573	New	+$459K	0.01%	822
2025 Q1	–	Sell	-511	Closed	-$253K	–	963
2024 Q4	$253K	Sell	511 -44	-8%	-$22.7K	0.01%	728
2024 Q3	$289K	Buy	+555	New	+$267K	0.01%	634
2018 Q4	–	Sell	-290	Closed	-$41K	–	621
2018 Q3	$41K	Hold	290	–	–	0.01%	558
2018 Q2	$39K	Hold	290	–	–	0.01%	531
2018 Q1	$34K	Hold	290	–	–	0.01%	518
2017 Q4	$36K	Hold	290	–	–	0.01%	504
2017 Q3	$36K	Buy	+290	New	+$35.8K	0.01%	486

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Chicago Partners Investment Group's IT Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Gartner (IT) stake by 22% in Q2 2026, selling an estimated $209K and leaving 4,826 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #851.

Chicago Partners Investment Group first reported a position in IT in Q3 2017 and has held it in 11 quarters since. The position peaked at $976K in Q1 2026. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Chicago Partners Investment Group held 4,826 shares of Gartner worth $645K as of Q2 2026.
Chicago Partners Investment Group sold 1,390 Gartner shares in Q2 2026, an estimated $209K.
Gartner made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #851 holding.
Chicago Partners Investment Group first reported a position in Gartner in Q3 2017 and has held it in 11 quarters since.
Chicago Partners Investment Group's Gartner position peaked at $976K in Q1 2026.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.