CT
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Clearstead Trust’s Gartner IT Stock Holding History

Clearstead Trust’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
Q1 		– Sell
-140
Closed -$35.3K – 1016
2025
Q4 		$35.3K Buy
140
+109
+352% +$26.2K 0.01% 372
2025
Q3 		$8.15K Sell
31
-17
-35% -$4.96K ﹤0.01% 637
2025
Q2 		$19.3K Buy
48
+14
+41% +$5.86K ﹤0.01% 437
2025
Q1 		$14.4K Sell
34
-17
-33% -$8.38K ﹤0.01% 406
2024
Q4 		$24.7K Hold
51
– – 0.01% 305
2024
Q3 		$25.8K Hold
51
– – 0.01% 288
2024
Q2 		$22.9K Hold
51
– – 0.01% 300
2024
Q1 		$24.3K Buy
+51
New +$23.5K 0.01% 293

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's IT Position: Q1 2026 in Review

Clearstead Trust sold out of Gartner (IT) in Q1 2026, closing a stake of 140 shares — an estimated $35.3K sold.

Clearstead Trust first reported a position in IT in Q1 2024 and held it in 8 quarters. The position peaked at $35.3K in Q4 2025. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Clearstead Trust reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 140 Gartner shares in Q1 2026, an estimated $35.3K.
  • Clearstead Trust first reported a position in Gartner in Q1 2024 and held it in 8 quarters.
  • Clearstead Trust's Gartner position peaked at $35.3K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.