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COMPASS FINANCIAL MANAGEMENT LLC’s Gartner IT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$259 Buy
+2
New +$301 ﹤0.01% 1468

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Gartner (IT) in Q2 2026: 2 shares worth $259. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

425 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 2 shares of Gartner worth $259 as of Q2 2026.
  • Gartner was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Gartner made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1468 holding.
  • 425 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.