Crown Oak Advisors’s Gartner IT Stock Holding History

Crown Oak Advisors’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	$3.04M	Buy	23,433 +72	+0.3%	+$10.8K	1.41%	19
2026 Q1	$3.7M	Buy	23,361 +177	+0.8%	+$32.6K	1.86%	17
2025 Q4	$5.85M	Buy	23,184 +686	+3%	+$165K	2.77%	15
2025 Q3	$9.09M	Hold	22,498	–	–	4.3%	10
2025 Q2	$9.09M	Buy	22,498 +133	+0.6%	+$55.7K	4.3%	10
2025 Q1	$9.39M	Buy	22,365 +717	+3%	+$353K	4.74%	9
2024 Q4	$10.5M	Buy	21,648 +1,976	+10%	+$1.02M	5.4%	6
2024 Q3	$9.97M	Sell	19,672 -1,500	-7%	-$721K	5.54%	6
2024 Q2	$9.51M	Buy	21,172 +22	+0.1%	+$9.79K	5.37%	6
2024 Q1	$10.1M	Sell	21,150 -42	-0.2%	-$19.3K	5.55%	5
2023 Q4	$9.56M	Buy	+21,192	New	+$8.47M	5.59%	4

Other funds holding IT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Crown Oak Advisors's IT Position: Q2 2026 in Review

Crown Oak Advisors increased its Gartner (IT) stake by 0.31% in Q2 2026, buying an estimated $10.8K and bringing the position to 23,433 shares worth $3.04M. The position accounts for 1.41% of the portfolio, ranked #19.

Crown Oak Advisors first reported a position in IT in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q4 2024. 275 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Crown Oak Advisors held 23,433 shares of Gartner worth $3.04M as of Q2 2026.
Crown Oak Advisors bought 72 Gartner shares in Q2 2026, an estimated $10.8K.
Gartner made up 1.41% of Crown Oak Advisors's portfolio in Q2 2026, its #19 holding.
Crown Oak Advisors first reported a position in Gartner in Q4 2023 and has held it in 11 quarters since.
Crown Oak Advisors's Gartner position peaked at $10.5M in Q4 2024.
275 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Crown Oak Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.