Crestwood Advisors Group’s Gartner IT Stock Holding History

Crestwood Advisors 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	$1.98M	Buy	15,251 +122	+0.8%	+$18.4K	0.03%	246
2026 Q1	$2.4M	Sell	15,129 -1,893	-11%	-$348K	0.04%	212
2025 Q4	$4.29M	Buy	17,022 +12,757	+299%	+$3.07M	0.07%	145
2025 Q3	$1.12M	Buy	+4,265	New	+$1.24M	0.02%	276
2023 Q2	–	Sell	-775	Closed	-$252K	–	261
2023 Q1	$252K	Buy	775 +42	+6%	+$13.9K	0.01%	234
2022 Q4	$246K	Sell	733 -72	-9%	-$23.2K	0.01%	240
2022 Q3	$223K	Buy	+805	New	+$226K	0.01%	244
2022 Q2	–	Sell	-859	Closed	-$256K	–	282
2022 Q1	$256K	Sell	859 -64	-7%	-$18.5K	0.01%	251
2021 Q4	$309K	Sell	923 -62	-6%	-$19.9K	0.01%	249
2021 Q3	$299K	Buy	985 +43	+5%	+$12.5K	0.01%	230
2021 Q2	$228K	Buy	+942	New	+$206K	0.01%	253
2017 Q2	–	Sell	-886	Closed	-$101K	–	291
2017 Q1	$101K	Buy	+886	New	+$91.3K	0.01%	194

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

Crestwood Advisors Group's IT Position: Q2 2026 in Review

Crestwood Advisors Group increased its Gartner (IT) stake by 0.81% in Q2 2026, buying an estimated $18.4K and bringing the position to 15,251 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #246.

Crestwood Advisors Group first reported a position in IT in Q1 2017 and has held it in 12 quarters since. The position peaked at $4.29M in Q4 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Crestwood Advisors Group held 15,251 shares of Gartner worth $1.98M as of Q2 2026.
Crestwood Advisors Group bought 122 Gartner shares in Q2 2026, an estimated $18.4K.
Gartner made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #246 holding.
Crestwood Advisors Group first reported a position in Gartner in Q1 2017 and has held it in 12 quarters since.
Crestwood Advisors Group's Gartner position peaked at $4.29M in Q4 2025.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.