CoreCap Advisors
IT icon

CoreCap Advisors’s Gartner IT Stock Holding History

CoreCap 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
Q3 		$12.1K Buy
65
+4
+7% +$682 ﹤0.01% 2001
2026
Q2 		$7.91K Buy
61
+9
+17% +$1.36K ﹤0.01% 2150
2026
Q1 		$8.23K Sell
52
-13
-20% -$2.39K ﹤0.01% 2015
2025
Q4 		$16.4K Buy
65
+16
+33% +$3.85K ﹤0.01% 1761
2025
Q3 		$12.9K Sell
49
-3
-6% -$875 ﹤0.01% 1830
2025
Q2 		$21K Buy
52
+2
+4% +$837 ﹤0.01% 1596
2025
Q1 		$21K Hold
50
– – ﹤0.01% 1507
2024
Q4 		$24.2K Hold
50
– – ﹤0.01% 1469
2024
Q3 		$25.3K Buy
+50
New +$24K ﹤0.01% 1454
2024
Q2 		– Sell
-41
Closed -$19.5K – 2092
2024
Q1 		$19.5K Buy
+41
New +$18.9K ﹤0.01% 1489
2022
Q4 		$34.3K Buy
+102
New +$32.9K ﹤0.01% 1110
2022
Q3 		– Sell
-177
Closed -$43K – 1292
2022
Q2 		$43K Buy
+177
New +$47.1K ﹤0.01% 986
2022
Q1 		– Sell
-2,289
Closed -$765K – 1295
2021
Q4 		$765K Buy
+2,289
New +$736K 0.05% 279

Other funds holding IT

BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Investment Management
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
Crown Oak Advisors
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

CoreCap Advisors's IT Position: Q3 2026 in Review

CoreCap Advisors increased its Gartner (IT) stake by 6.6% in Q3 2026, buying an estimated $682 and bringing the position to 65 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

CoreCap Advisors first reported a position in IT in Q4 2021 and has held it in 13 quarters since. The position peaked at $765K in Q4 2021. 128 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • CoreCap Advisors held 65 shares of Gartner worth $12.1K as of Q3 2026.
  • CoreCap Advisors bought 4 Gartner shares in Q3 2026, an estimated $682.
  • Gartner made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2001 holding.
  • CoreCap Advisors first reported a position in Gartner in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Gartner position peaked at $765K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.