Commonwealth Equity Services’s Gartner IT Stock Holding History

Commonwealth Equity Services’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	$1.3M	Buy	10,045 +4,339	+76%	+$653K	﹤0.01%	2496
2026 Q1	$903K	Buy	5,706 +158	+3%	+$29.1K	﹤0.01%	2699
2025 Q4	$1.4M	Buy	5,548 +1,673	+43%	+$403K	﹤0.01%	2297
2025 Q3	$1.02M	Buy	3,875 +308	+9%	+$89.8K	﹤0.01%	2566
2025 Q2	$1.44M	Sell	3,567 -190	-5%	-$79.5K	﹤0.01%	2272
2025 Q1	$1.58M	Buy	3,757 +378	+11%	+$186K	﹤0.01%	2099
2024 Q4	$1.64M	Buy	3,379 +30	+0.9%	+$15.5K	﹤0.01%	2012
2024 Q3	$1.7M	Sell	3,349 -977	-23%	-$470K	﹤0.01%	1925
2024 Q2	$1.94M	Sell	4,326 -826	-16%	-$367K	﹤0.01%	1807
2024 Q1	$2.46M	Buy	5,152 +703	+16%	+$324K	﹤0.01%	1644
2023 Q4	$2.01M	Sell	4,449 -922	-17%	-$368K	﹤0.01%	1696
2023 Q3	$1.85M	Buy	5,371 +1,310	+32%	+$457K	﹤0.01%	1661
2023 Q2	$1.42M	Buy	4,061 +249	+7%	+$81.1K	﹤0.01%	1859
2023 Q1	$1.24K	Sell	3,812 -785	-17%	-$259K	﹤0.01%	1888
2022 Q4	$1.54M	Sell	4,597 -37	-0.8%	-$11.9K	﹤0.01%	1671
2022 Q3	$1.28M	Buy	4,634 +35	+0.8%	+$9.81K	﹤0.01%	1726
2022 Q2	$1.11M	Sell	4,599 -143	-3%	-$38K	﹤0.01%	1802
2022 Q1	$1.41M	Sell	4,742 -2,614	-36%	-$757K	﹤0.01%	1735
2021 Q4	$2.46M	Buy	7,356 +260	+4%	+$83.6K	0.01%	1370
2021 Q3	$2.16M	Buy	7,096 +1,511	+27%	+$438K	0.01%	1381
2021 Q2	$1.35M	Buy	5,585 +177	+3%	+$38.7K	﹤0.01%	1689
2021 Q1	$987K	Sell	5,408 -976	-15%	-$170K	﹤0.01%	1803
2020 Q4	$1.02M	Buy	6,384 +1,128	+21%	+$163K	﹤0.01%	1634
2020 Q3	$656K	Buy	5,256 +311	+6%	+$39.5K	﹤0.01%	1776
2020 Q2	$599K	Sell	4,945 -145	-3%	-$16.8K	﹤0.01%	1764
2020 Q1	$506K	Sell	5,090 -212	-4%	-$29K	﹤0.01%	1684
2019 Q4	$817K	Buy	5,302 +1,236	+30%	+$189K	﹤0.01%	1565
2019 Q3	$581K	Buy	4,066 +2,059	+103%	+$299K	﹤0.01%	1720
2019 Q2	$323K	Sell	2,007 -414	-17%	-$64.7K	﹤0.01%	2142
2019 Q1	$367K	Buy	2,421 +106	+5%	+$14.7K	﹤0.01%	1993
2018 Q4	$295K	Buy	2,315 +605	+35%	+$87.3K	﹤0.01%	2027
2018 Q3	$271K	Buy	1,710 +208	+14%	+$30.2K	﹤0.01%	2257
2018 Q2	$200K	Sell	1,502 -332	-18%	-$42.5K	﹤0.01%	2465
2018 Q1	$215K	Sell	1,834 -12	-0.7%	-$1.5K	﹤0.01%	2342
2017 Q4	$227K	Buy	1,846 +12	+0.7%	+$1.46K	﹤0.01%	2273
2017 Q3	$228K	Buy	1,834 +105	+6%	+$13K	﹤0.01%	2171
2017 Q2	$214K	Buy	+1,729	New	+$201K	﹤0.01%	2168

Other funds holding IT

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services's IT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Gartner (IT) stake by 76% in Q2 2026, buying an estimated $653K and bringing the position to 10,045 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Commonwealth Equity Services first reported a position in IT in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.46M in Q4 2021. 202 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Commonwealth Equity Services held 10,045 shares of Gartner worth $1.3M as of Q2 2026.
Commonwealth Equity Services bought 4,339 Gartner shares in Q2 2026, an estimated $653K.
Gartner made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2496 holding.
Commonwealth Equity Services first reported a position in Gartner in Q2 2017 and has held it in 37 quarters since.
Commonwealth Equity Services's Gartner position peaked at $2.46M in Q4 2021.
202 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.