CFM
IT icon

Compass Financial Management’s Gartner IT Stock Holding History

Compass Financial 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
Q2 		$259 Buy
+2
New +$301 ﹤0.01% 1468

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Financial Management's IT Position: Q2 2026 in Review

Compass Financial Management opened a new position in Gartner (IT) in Q2 2026: 2 shares worth $259. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

613 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Compass Financial Management held 2 shares of Gartner worth $259 as of Q2 2026.
  • Gartner was a new Compass Financial Management position in Q2 2026.
  • Gartner made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1468 holding.
  • 613 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.