Concurrent Investment Advisors’s Gartner IT Stock Holding History

Concurrent Investment Advisors’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	-884	Closed	-$223K	–	1988
2025 Q4	$223K	Buy	+884	New	+$213K	﹤0.01%	1576
2025 Q3	–	Sell	-504	Closed	-$204K	–	1552
2025 Q2	$204K	Sell	504 -25	-5%	-$10.5K	﹤0.01%	1259
2025 Q1	$222K	Sell	529 -78	-13%	-$38.4K	0.01%	1076
2024 Q4	$294K	Sell	607 -102	-14%	-$52.6K	0.01%	834
2024 Q3	$359K	Buy	709 +83	+13%	+$39.9K	0.01%	720
2024 Q2	$281K	Buy	+626	New	+$279K	0.01%	764

Other funds holding IT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concurrent Investment Advisors's IT Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 884 shares — an estimated $223K sold.

Concurrent Investment Advisors first reported a position in IT in Q2 2024 and held it in 6 quarters. The position peaked at $359K in Q3 2024. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Concurrent Investment Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 884 Gartner shares in Q1 2026, an estimated $223K.
Concurrent Investment Advisors first reported a position in Gartner in Q2 2024 and held it in 6 quarters.
Concurrent Investment Advisors's Gartner position peaked at $359K in Q3 2024.
718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.