CI
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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
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

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CX Institutional's IT Position: Q2 2026 in Review

CX Institutional reduced its Gartner (IT) stake by 77% in Q2 2026, selling an estimated $65.4K and leaving 131 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

CX Institutional first reported a position in IT in Q2 2018 and has held it in 26 quarters since. The position peaked at $607K in Q3 2024. 79 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • CX Institutional held 131 shares of Gartner worth $17K as of Q2 2026.
  • CX Institutional sold 434 Gartner shares in Q2 2026, an estimated $65.4K.
  • Gartner made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1203 holding.
  • CX Institutional first reported a position in Gartner in Q2 2018 and has held it in 26 quarters since.
  • CX Institutional's Gartner position peaked at $607K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.