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Coldstream Capital Management’s Gartner IT Stock Holding History

Coldstream Capital Management’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 		$636K Buy
4,014
+689
+21% +$127K 0.01% 627
2025
Q4 		$839K Buy
3,325
+569
+21% +$137K 0.01% 510
2025
Q3 		$724K Buy
2,756
+235
+9% +$68.5K 0.01% 573
2025
Q2 		$1.02M Sell
2,521
-21
-0.8% -$8.79K 0.02% 419
2025
Q1 		$1.07M Buy
2,542
+275
+12% +$136K 0.02% 368
2024
Q4 		$1.1M Buy
2,267
+11
+0.5% +$5.67K 0.02% 359
2024
Q3 		$1.15M Buy
2,256
+215
+11% +$103K 0.02% 338
2024
Q2 		$917K Buy
2,041
+341
+20% +$152K 0.02% 346
2024
Q1 		$810K Sell
1,700
-15
-0.9% -$6.9K 0.02% 379
2023
Q4 		$774K Buy
1,715
+25
+1% +$9.99K 0.02% 359
2023
Q3 		$581K Buy
1,690
+10
+0.6% +$3.49K 0.02% 374
2023
Q2 		$589K Sell
1,680
-49
-3% -$16K 0.02% 389
2023
Q1 		$563K Buy
1,729
+33
+2% +$10.9K 0.02% 400
2022
Q4 		$570K Buy
+1,696
New +$547K 0.02% 389
2022
Q2 		$443K Buy
1,833
+295
+19% +$78.5K 0.02% 429
2022
Q1 		$457K Sell
1,538
-204
-12% -$59.1K 0.02% 418
2021
Q4 		$582K Buy
+1,742
New +$560K 0.02% 368
2021
Q3 		– Sell
-1,391
Closed -$337K – 478
2021
Q2 		$337K Buy
1,391
+7
+0.5% +$1.53K 0.01% 362
2021
Q1 		$253K Buy
1,384
+55
+4% +$9.56K 0.01% 360
2020
Q4 		$213K Buy
+1,329
New +$191K 0.01% 378
2018
Q4 		– Sell
-1,781
Closed -$283K – 350
2018
Q3 		$283K Sell
1,781
-63
-3% -$9.13K 0.03% 276
2018
Q2 		$245K Buy
+1,844
New +$236K 0.02% 278

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's IT Position: Q1 2026 in Review

Coldstream Capital Management increased its Gartner (IT) stake by 21% in Q1 2026, buying an estimated $127K and bringing the position to 4,014 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #627.

Coldstream Capital Management first reported a position in IT in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.15M in Q3 2024. 715 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Coldstream Capital Management held 4,014 shares of Gartner worth $636K as of Q1 2026.
  • Coldstream Capital Management bought 689 Gartner shares in Q1 2026, an estimated $127K.
  • Gartner made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #627 holding.
  • Coldstream Capital Management first reported a position in Gartner in Q2 2018 and has held it in 22 quarters since.
  • Coldstream Capital Management's Gartner position peaked at $1.15M in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.