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Cornerstone Planning Group’s Gartner IT Stock Holding History

Cornerstone Planning Group’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 		$10.2K Sell
77
-9
-10% -$1.35K ﹤0.01% 885
2026
Q1 		$12.9K Buy
86
+55
+177% +$10.1K ﹤0.01% 828
2025
Q4 		$7K Sell
31
-31
-50% -$7.46K ﹤0.01% 883
2025
Q3 		$15.4K Buy
62
+42
+210% +$12.3K ﹤0.01% 656
2025
Q2 		$4.88K Sell
20
-7
-26% -$2.93K ﹤0.01% 729
2025
Q1 		$11K Sell
27
-52
-66% -$25.6K ﹤0.01% 545
2024
Q4 		$42.4K Hold
79
– – 0.01% 205
2024
Q3 		$40.9K Hold
79
– – 0.01% 209
2024
Q2 		$36.1K Buy
79
+1
+1% +$445 0.01% 237
2024
Q1 		$33.4K Hold
78
– – 0.01% 221
2023
Q4 		$35.2K Hold
78
– – 0.01% 229
2023
Q3 		$26.8K Hold
78
– – 0.01% 270
2023
Q2 		$27.3K Buy
+78
New +$25.4K 0.01% 356
2022
Q4 		$25.3K Buy
+78
New +$25.2K 0.01% 385

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Cornerstone Planning Group's IT Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Gartner (IT) stake by 10% in Q2 2026, selling an estimated $1.35K and leaving 77 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Cornerstone Planning Group first reported a position in IT in Q4 2022 and has held it in 14 quarters since. The position peaked at $42.4K in Q4 2024. 343 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Cornerstone Planning Group held 77 shares of Gartner worth $10.2K as of Q2 2026.
  • Cornerstone Planning Group sold 9 Gartner shares in Q2 2026, an estimated $1.35K.
  • Gartner made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #885 holding.
  • Cornerstone Planning Group first reported a position in Gartner in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Gartner position peaked at $42.4K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.