Creative Planning’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.71M | Buy |
54,991
+26,554
| +93% | +$4.89M | 0.01% | 792 |
|
|
2025
Q4 | $7.17M | Buy |
28,437
+6,659
| +31% | +$1.6M | 0.01% | 771 |
|
|
2025
Q3 | $5.72M | Buy |
21,778
+9,136
| +72% | +$2.66M | ﹤0.01% | 792 |
|
|
2025
Q2 | $5.11M | Buy |
12,642
+1,205
| +11% | +$504K | ﹤0.01% | 746 |
|
|
2025
Q1 | $4.8M | Buy |
11,437
+797
| +7% | +$393K | ﹤0.01% | 725 |
|
|
2024
Q4 | $5.15M | Sell |
10,640
-95
| -0.9% | -$49K | 0.01% | 653 |
|
|
2024
Q3 | $5.44M | Buy |
10,735
+1,307
| +14% | +$628K | 0.01% | 612 |
|
|
2024
Q2 | $4.23M | Sell |
9,428
-1,590
| -14% | -$707K | ﹤0.01% | 685 |
|
|
2024
Q1 | $5.25M | Buy |
11,018
+3,142
| +40% | +$1.45M | 0.01% | 589 |
|
|
2023
Q4 | $3.55M | Buy |
7,876
+2,269
| +40% | +$906K | 0.01% | 673 |
|
|
2023
Q3 | $1.93M | Buy |
5,607
+361
| +7% | +$126K | ﹤0.01% | 862 |
|
|
2023
Q2 | $1.84M | Buy |
5,246
+1,517
| +41% | +$494K | ﹤0.01% | 857 |
|
|
2023
Q1 | $1.21M | Sell |
3,729
-868
| -19% | -$287K | ﹤0.01% | 976 |
|
|
2022
Q4 | $1.55M | Buy |
4,597
+986
| +27% | +$318K | ﹤0.01% | 842 |
|
|
2022
Q3 | $999K | Buy |
3,611
+413
| +13% | +$116K | ﹤0.01% | 968 |
|
|
2022
Q2 | $773K | Buy |
3,198
+311
| +11% | +$82.7K | ﹤0.01% | 1079 |
|
|
2022
Q1 | $859K | Sell |
2,887
-102
| -3% | -$29.5K | ﹤0.01% | 1058 |
|
|
2021
Q4 | $999K | Buy |
2,989
+242
| +9% | +$77.8K | ﹤0.01% | 959 |
|
|
2021
Q3 | $835K | Buy |
2,747
+376
| +16% | +$109K | ﹤0.01% | 1036 |
|
|
2021
Q2 | $574K | Sell |
2,371
-503
| -18% | -$110K | ﹤0.01% | 1200 |
|
|
2021
Q1 | $525K | Buy |
2,874
+621
| +28% | +$108K | ﹤0.01% | 1411 |
|
|
2020
Q4 | $361K | Buy |
2,253
+547
| +32% | +$78.8K | ﹤0.01% | 1506 |
|
|
2020
Q3 | $213K | Buy |
+1,706
| New | +$217K | ﹤0.01% | 1642 |
|
|
2020
Q1 | – | Sell |
-2,060
| Closed | -$317K | – | 1981 |
|
|
2019
Q4 | $317K | Sell |
2,060
-88
| -4% | -$13.4K | ﹤0.01% | 1371 |
|
|
2019
Q3 | $307K | Sell |
2,148
-40
| -2% | -$5.82K | ﹤0.01% | 1350 |
|
|
2019
Q2 | $352K | Sell |
2,188
-66
| -3% | -$10.3K | ﹤0.01% | 1270 |
|
|
2019
Q1 | $342K | Buy |
2,254
+307
| +16% | +$42.6K | ﹤0.01% | 1254 |
|
|
2018
Q4 | $249K | Buy |
1,947
+104
| +6% | +$15K | ﹤0.01% | 1344 |
|
|
2018
Q3 | $292K | Buy |
1,843
+76
| +4% | +$11K | ﹤0.01% | 1417 |
|
|
2018
Q2 | $235K | Sell |
1,767
-68
| -4% | -$8.71K | ﹤0.01% | 1529 |
|
|
2018
Q1 | $216K | Buy |
+1,835
| New | +$229K | ﹤0.01% | 1556 |
|
|
2017
Q4 | – | Sell |
-1,635
| Closed | -$203K | – | 1955 |
|
|
2017
Q3 | $203K | Sell |
1,635
-315
| -16% | -$38.9K | ﹤0.01% | 1597 |
|
|
2017
Q2 | $241K | Buy |
1,950
+23
| +1% | +$2.67K | ﹤0.01% | 1407 |
|
|
2017
Q1 | $208K | Buy |
1,927
+508
| +36% | +$52.4K | ﹤0.01% | 1463 |
|
|
2016
Q4 | $143K | Sell |
1,419
-237
| -14% | -$22.9K | ﹤0.01% | 1616 |
|
|
2016
Q3 | $147K | Buy |
1,656
+734
| +80% | +$68.8K | ﹤0.01% | 1592 |
|
|
2016
Q2 | $90K | Buy |
922
+31
| +3% | +$2.95K | ﹤0.01% | 1735 |
|
|
2016
Q1 | $80K | Sell |
891
-26
| -3% | -$2.2K | ﹤0.01% | 1769 |
|
|
2015
Q4 | $83K | Sell |
917
-39
| -4% | -$3.45K | ﹤0.01% | 1749 |
|
|
2015
Q3 | $80K | Buy |
+956
| New | +$83.3K | ﹤0.01% | 1718 |
|
|
2015
Q2 | – | Sell |
-671
| Closed | -$56K | – | 2036 |
|
|
2015
Q1 | $56K | Sell |
671
-300
| -31% | -$24.8K | ﹤0.01% | 1947 |
|
|
2014
Q4 | $82K | Buy |
971
+288
| +42% | +$23.4K | ﹤0.01% | 1659 |
|
|
2014
Q3 | $50K | Buy |
683
+69
| +11% | +$5.01K | ﹤0.01% | 1927 |
|
|
2014
Q2 | $43K | Buy |
614
+146
| +31% | +$10.2K | ﹤0.01% | 1958 |
|
|
2014
Q1 | $33K | Hold |
468
| – | – | ﹤0.01% | 2075 |
|
|
2013
Q4 | $33K | Sell |
468
-63
| -12% | -$3.98K | ﹤0.01% | 1884 |
|
|
2013
Q3 | $32K | Hold |
531
| – | – | ﹤0.01% | 1796 |
|
|
2013
Q2 | $30K | Buy |
+531
| New | +$30.1K | ﹤0.01% | 1676 |
|
Other funds holding IT
IFP
VCM
VPM
Creative Planning's IT Position: Q1 2026 in Review
Creative Planning increased its Gartner (IT) stake by 93% in Q1 2026, buying an estimated $4.89M and bringing the position to 54,991 shares worth $8.71M. The position accounts for 0.01% of the portfolio, ranked #792.
Creative Planning first reported a position in IT in Q2 2013 and has held it in 48 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.
- Creative Planning held 54,991 shares of Gartner worth $8.71M as of Q1 2026.
- Creative Planning bought 26,554 Gartner shares in Q1 2026, an estimated $4.89M.
- Gartner made up 0.01% of Creative Planning's portfolio in Q1 2026, its #792 holding.
- Creative Planning first reported a position in Gartner in Q2 2013 and has held it in 48 quarters since.
- 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.