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Clearstead Advisors’s Gartner IT Stock Holding History

Clearstead Advisors’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 		$81.3K Sell
627
-1,012
-62% -$152K ﹤0.01% 1354
2026
Q1 		$260K Buy
1,639
+18
+1% +$3.31K ﹤0.01% 915
2025
Q4 		$409K Buy
1,621
+1,305
+413% +$314K 0.01% 714
2025
Q3 		$83.1K Sell
316
-604
-66% -$176K ﹤0.01% 1104
2025
Q2 		$372K Buy
920
+814
+768% +$341K 0.01% 691
2025
Q1 		$44.5K Sell
106
-154
-59% -$75.9K ﹤0.01% 1199
2024
Q4 		$126K Sell
260
-71
-21% -$36.6K ﹤0.01% 966
2024
Q3 		$168K Sell
331
-4
-1% -$1.92K ﹤0.01% 910
2024
Q2 		$150K Buy
335
+236
+238% +$105K ﹤0.01% 904
2024
Q1 		$43.6K Buy
99
+2
+2% +$920 ﹤0.01% 798
2023
Q4 		$43.8K Buy
97
+5
+5% +$2K ﹤0.01% 775
2023
Q3 		$31.6K Hold
92
– – ﹤0.01% 812
2023
Q2 		$32.2K Hold
92
– – ﹤0.01% 817
2023
Q1 		$30K Hold
92
– – ﹤0.01% 771
2022
Q4 		$30.9K Hold
92
– – ﹤0.01% 715
2022
Q3 		$25K Hold
92
– – ﹤0.01% 737
2022
Q2 		$22K Hold
92
– – ﹤0.01% 778
2022
Q1 		$27K Buy
+92
New +$26.6K ﹤0.01% 800
2021
Q3 		– Sell
-14
Closed -$3K – 1334
2021
Q2 		$3K Buy
+14
New +$3.06K ﹤0.01% 969

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

Clearstead Advisors's IT Position: Q2 2026 in Review

Clearstead Advisors reduced its Gartner (IT) stake by 62% in Q2 2026, selling an estimated $152K and leaving 627 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Clearstead Advisors first reported a position in IT in Q2 2021 and has held it in 19 quarters since. The position peaked at $409K in Q4 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Clearstead Advisors held 627 shares of Gartner worth $81.3K as of Q2 2026.
  • Clearstead Advisors sold 1,012 Gartner shares in Q2 2026, an estimated $152K.
  • Gartner made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1354 holding.
  • Clearstead Advisors first reported a position in Gartner in Q2 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Gartner position peaked at $409K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.