CX Institutional
IT icon

CX Institutional’s Gartner IT Stock Holding History

CX Institutional’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
Q3 		$51K Buy
274
+143
+109% +$24.4K ﹤0.01% 1011
2026
Q2 		$17K Sell
131
-434
-77% -$65.4K ﹤0.01% 1203
2026
Q1 		$89K Sell
565
-685
-55% -$126K ﹤0.01% 878
2025
Q4 		$315K Buy
1,250
+393
+46% +$94.6K 0.01% 564
2025
Q3 		$225K Buy
857
+397
+86% +$116K 0.01% 655
2025
Q2 		$186K Sell
460
-322
-41% -$135K 0.01% 652
2025
Q1 		$328K Sell
782
-422
-35% -$208K 0.01% 461
2024
Q4 		$583K Buy
1,204
+7
+0.6% +$3.61K 0.02% 324
2024
Q3 		$607K Buy
1,197
+24
+2% +$11.5K 0.03% 344
2024
Q2 		$527K Buy
1,173
+639
+120% +$284K 0.02% 365
2024
Q1 		$255K Sell
534
-6
-1% -$2.76K 0.01% 493
2023
Q4 		$244K Buy
+540
New +$216K 0.01% 449
2022
Q3 		– Sell
-181
Closed -$44K – 803
2022
Q2 		$44K Buy
+181
New +$48.2K ﹤0.01% 703
2021
Q4 		– Sell
-183
Closed -$56K – 627
2021
Q3 		$56K Sell
183
-8
-4% -$2.32K ﹤0.01% 557
2021
Q2 		$46K Buy
191
+35
+22% +$7.66K ﹤0.01% 579
2021
Q1 		$28K Buy
156
+36
+30% +$6.26K ﹤0.01% 608
2020
Q4 		$19K Buy
120
+29
+32% +$4.18K ﹤0.01% 620
2020
Q3 		$11K Buy
91
+3
+3% +$381 ﹤0.01% 653
2020
Q2 		$11K Buy
88
+13
+17% +$1.5K ﹤0.01% 548
2020
Q1 		$7K Buy
75
+29
+63% +$3.97K ﹤0.01% 506
2019
Q4 		$7K Hold
46
– – ﹤0.01% 491
2019
Q3 		$7K Sell
46
-16
-26% -$2.33K ﹤0.01% 516
2019
Q2 		$10K Buy
62
+21
+51% +$3.28K ﹤0.01% 492
2019
Q1 		$6K Buy
41
+18
+78% +$2.5K ﹤0.01% 523
2018
Q4 		$3K Hold
23
– – ﹤0.01% 431
2018
Q3 		$4K Hold
23
– – ﹤0.01% 302
2018
Q2 		$3K Buy
+23
New +$2.94K ﹤0.01% 290

Other funds holding IT

BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Investment Management
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
Crown Oak Advisors
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

CX Institutional's IT Position: Q3 2026 in Review

CX Institutional increased its Gartner (IT) stake by 109% in Q3 2026, buying an estimated $24.4K and bringing the position to 274 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

CX Institutional first reported a position in IT in Q2 2018 and has held it in 27 quarters since. The position peaked at $607K in Q3 2024. 128 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • CX Institutional held 274 shares of Gartner worth $51K as of Q3 2026.
  • CX Institutional bought 143 Gartner shares in Q3 2026, an estimated $24.4K.
  • Gartner made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1011 holding.
  • CX Institutional first reported a position in Gartner in Q2 2018 and has held it in 27 quarters since.
  • CX Institutional's Gartner position peaked at $607K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.