Coston McIsaac & Partners’s Gartner IT Stock Holding History

Coston McIsaac & Partners’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	$10K	Hold	84	–	–	﹤0.01%	583
2026 Q1	$13K	Hold	84	–	–	﹤0.01%	535
2025 Q4	$21K	Sell	84 -9	-10%	-$2.17K	﹤0.01%	457
2025 Q3	$24K	Hold	93	–	–	0.01%	414
2025 Q2	$37K	Hold	93	–	–	0.01%	344
2025 Q1	$39K	Buy	93 +5	+6%	+$2.46K	0.01%	310
2024 Q4	$42K	Hold	88	–	–	0.01%	304
2024 Q3	$44K	Hold	88	–	–	0.01%	300
2024 Q2	$39K	Hold	88	–	–	0.01%	301
2024 Q1	$41K	Sell	88 -5	-5%	-$2.3K	0.01%	301
2023 Q4	$41K	Hold	93	–	–	0.01%	290
2023 Q3	$31K	Hold	93	–	–	0.01%	323
2023 Q2	$32K	Hold	93	–	–	0.01%	351
2023 Q1	$30K	Hold	93	–	–	0.01%	350
2022 Q4	$31K	Buy	93 +25	+37%	+$8.07K	0.01%	353
2022 Q3	$18K	Hold	68	–	–	0.01%	347
2022 Q2	$16K	Buy	+68	New	+$18.1K	0.01%	232

Other funds holding IT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Coston McIsaac & Partners's IT Position: Q2 2026 in Review

Coston McIsaac & Partners held its Gartner (IT) position steady in Q2 2026 at 84 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Coston McIsaac & Partners first reported a position in IT in Q2 2022 and has held it in 17 quarters since. The position peaked at $44K in Q3 2024. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Coston McIsaac & Partners held 84 shares of Gartner worth $10K as of Q2 2026.
Coston McIsaac & Partners left its Gartner share count unchanged in Q2 2026.
Gartner made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #583 holding.
Coston McIsaac & Partners first reported a position in Gartner in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Gartner position peaked at $44K in Q3 2024.
650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.