CVA Family Office’s Gartner IT Stock Holding History

CVA Family Office’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	$43.2K	Buy	333 +181	+119%	+$27.3K	﹤0.01%	635
2026 Q1	$24.1K	Sell	152 -290	-66%	-$53.4K	﹤0.01%	756
2025 Q4	$112K	Buy	442 +239	+118%	+$57.5K	0.01%	400
2025 Q3	$53.4K	Sell	203 -65	-24%	-$19K	0.01%	542
2025 Q2	$108K	Buy	268 +11	+4%	+$4.6K	0.02%	394
2025 Q1	$108K	Sell	257 -5	-2%	-$2.46K	0.02%	377
2024 Q4	$127K	Buy	262 +10	+4%	+$5.16K	0.02%	345
2024 Q3	$128K	Buy	252 +5	+2%	+$2.4K	0.02%	331
2024 Q2	$111K	Hold	247	–	–	0.02%	335
2024 Q1	$118K	Buy	247 +1	+0.4%	+$460	0.02%	329
2023 Q4	$111K	Buy	+246	New	+$98.3K	0.02%	323
2023 Q3	–	Sell	-246	Closed	-$86.2K	–	591
2023 Q2	$86.2K	Buy	246 +11	+5%	+$3.58K	0.02%	334
2023 Q1	$76.6K	Hold	235	–	–	0.02%	351
2022 Q4	$79K	Buy	235 +55	+31%	+$17.8K	0.02%	316
2022 Q3	$50K	Buy	180 +35	+24%	+$9.81K	0.01%	364
2022 Q2	$35K	Sell	145 -30	-17%	-$7.98K	0.01%	434
2022 Q1	$52K	Buy	175 +35	+25%	+$10.1K	0.01%	390
2021 Q4	$47K	Buy	+140	New	+$45K	0.01%	373
2021 Q3	–	Sell	-140	Closed	-$34K	–	604
2021 Q2	$34K	Buy	140 +20	+17%	+$4.38K	0.01%	419
2021 Q1	$22K	Buy	+120	New	+$20.9K	0.01%	392

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

CVA Family Office's IT Position: Q2 2026 in Review

CVA Family Office increased its Gartner (IT) stake by 119% in Q2 2026, buying an estimated $27.3K and bringing the position to 333 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

CVA Family Office first reported a position in IT in Q1 2021 and has held it in 20 quarters since. The position peaked at $128K in Q3 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

CVA Family Office held 333 shares of Gartner worth $43.2K as of Q2 2026.
CVA Family Office bought 181 Gartner shares in Q2 2026, an estimated $27.3K.
Gartner made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #635 holding.
CVA Family Office first reported a position in Gartner in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's Gartner position peaked at $128K in Q3 2024.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.