Counterpoint Mutual Funds’s Gartner IT Stock Holding History

Counterpoint Mutual Funds’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	$583K	Buy	+3,682	New	+$677K	0.09%	103
2025 Q4	–	Sell	-1,355	Closed	-$356K	–	426
2025 Q3	$356K	Buy	+1,355	New	+$395K	0.03%	249
2023 Q1	–	Sell	-280	Closed	-$94.1K	–	408
2022 Q4	$94.1K	Sell	280 -181	-39%	-$58.4K	0.1%	282
2022 Q3	$128K	Buy	+461	New	+$129K	0.31%	84
2022 Q2	–	Sell	-224	Closed	-$67K	–	297
2022 Q1	$67K	Buy	+224	New	+$64.9K	0.05%	105

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Counterpoint Mutual Funds's IT Position: Q1 2026 in Review

Counterpoint Mutual Funds opened a new position in Gartner (IT) in Q1 2026: 3,682 shares worth $583K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in IT as recently as Q3 2025.

Counterpoint Mutual Funds first reported a position in IT in Q1 2022 and has held it in 5 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Counterpoint Mutual Funds held 3,682 shares of Gartner worth $583K as of Q1 2026.
Gartner was a new Counterpoint Mutual Funds position in Q1 2026.
Gartner made up 0.09% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #103 holding.
Counterpoint Mutual Funds first reported a position in Gartner in Q1 2022 and has held it in 5 quarters since.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.