Colonial Trust’s Gartner IT Stock Holding History

Colonial 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 Q2	$2.59K	Sell	20 -12	-38%	-$1.81K	﹤0.01%	1011
2026 Q1	$5.13K	Sell	32 -26	-45%	-$4.78K	﹤0.01%	845
2025 Q4	$14.5K	Sell	58 -4	-6%	-$963	﹤0.01%	717
2025 Q3	$16.4K	Sell	62 -9	-13%	-$2.63K	﹤0.01%	697
2025 Q2	$28.9K	Sell	71 -6	-8%	-$2.51K	﹤0.01%	617
2025 Q1	$32.5K	Sell	77 -18	-19%	-$8.87K	0.01%	608
2024 Q4	$46.2K	Buy	95 +14	+17%	+$7.22K	0.01%	595
2024 Q3	$40.8K	Buy	81 +18	+29%	+$8.65K	0.01%	584
2024 Q2	$28.3K	Hold	63	–	–	0.01%	605
2024 Q1	$30K	Hold	63	–	–	0.01%	590
2023 Q4	$28.4K	Hold	63	–	–	0.01%	586
2023 Q3	$21.6K	Hold	63	–	–	0.01%	597
2023 Q2	$22.1K	Sell	63 -17	-21%	-$5.54K	0.01%	584
2023 Q1	$26.1K	Hold	80	–	–	0.01%	548
2022 Q4	$26.9K	Buy	+80	New	+$25.8K	0.01%	530

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

Colonial Trust's IT Position: Q2 2026 in Review

Colonial Trust reduced its Gartner (IT) stake by 38% in Q2 2026, selling an estimated $1.81K and leaving 20 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Colonial Trust first reported a position in IT in Q4 2022 and has held it in 15 quarters since. The position peaked at $46.2K in Q4 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Colonial Trust held 20 shares of Gartner worth $2.59K as of Q2 2026.
Colonial Trust sold 12 Gartner shares in Q2 2026, an estimated $1.81K.
Gartner made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #1011 holding.
Colonial Trust first reported a position in Gartner in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's Gartner position peaked at $46.2K in Q4 2024.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.