Clayton Financial Group’s Gartner IT Stock Holding History

Clayton Financial 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	–	Sell	-13	Closed	-$2.06K	–	325
2026 Q1	$2.06K	Buy	13 +8	+160%	+$1.47K	﹤0.01%	460
2025 Q4	$1.26K	Buy	+5	New	+$1.2K	﹤0.01%	524

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

Clayton Financial Group's IT Position: Q2 2026 in Review

Clayton Financial Group sold out of Gartner (IT) in Q2 2026, closing a stake of 13 shares — an estimated $2.06K sold.

Clayton Financial Group first reported a position in IT in Q4 2025 and held it in 2 quarters. The position peaked at $2.06K in Q1 2026. 652 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Clayton Financial Group reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 13 Gartner shares in Q2 2026, an estimated $2.06K.
Clayton Financial Group first reported a position in Gartner in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's Gartner position peaked at $2.06K in Q1 2026.
652 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.