D.J. St. Germain’s Gartner IT Stock Holding History

D.J. St. Germain’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	$177K	Sell	1,363 -12	-0.9%	-$1.81K	0.01%	317
2026 Q1	$218K	Hold	1,375	–	–	0.01%	291
2025 Q4	$347K	Hold	1,375	–	–	0.01%	252
2025 Q3	$361K	Buy	1,375 +563	+69%	+$164K	0.01%	249
2025 Q2	$328K	Hold	812	–	–	0.01%	250
2025 Q1	$341K	Hold	812	–	–	0.02%	232
2024 Q4	$393K	Hold	812	–	–	0.02%	232
2024 Q3	$411K	Hold	812	–	–	0.02%	220
2024 Q2	$365K	Buy	812 +12	+2%	+$5.34K	0.02%	222
2024 Q1	$381K	Hold	800	–	–	0.02%	224
2023 Q4	$361K	Hold	800	–	–	0.02%	222
2023 Q3	$275K	Sell	800 -655	-45%	-$228K	0.02%	225
2023 Q2	$510K	Buy	+1,455	New	+$474K	0.03%	184
2022 Q4	$221K	Buy	2,110 +655	+45%	+$211K	0.07%	88
2022 Q3	$352K	Hold	1,455	–	–	0.02%	185
2022 Q2	$352K	Hold	1,455	–	–	0.02%	185
2022 Q1	$433K	Hold	1,455	–	–	0.02%	179
2021 Q4	$486K	Hold	1,455	–	–	0.03%	174
2021 Q3	$442K	Hold	1,455	–	–	0.03%	175
2021 Q2	$352K	Hold	1,455	–	–	0.02%	189
2021 Q1	$266K	Hold	1,455	–	–	0.02%	206
2020 Q4	$233K	Buy	+1,455	New	+$210K	0.02%	213

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

D.J. St. Germain's IT Position: Q2 2026 in Review

D.J. St. Germain reduced its Gartner (IT) stake by 0.87% in Q2 2026, selling an estimated $1.81K and leaving 1,363 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #317.

D.J. St. Germain first reported a position in IT in Q4 2020 and has held it in 22 quarters since. The position peaked at $510K in Q2 2023. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

D.J. St. Germain held 1,363 shares of Gartner worth $177K as of Q2 2026.
D.J. St. Germain sold 12 Gartner shares in Q2 2026, an estimated $1.81K.
Gartner made up 0.01% of D.J. St. Germain's portfolio in Q2 2026, its #317 holding.
D.J. St. Germain first reported a position in Gartner in Q4 2020 and has held it in 22 quarters since.
D.J. St. Germain's Gartner position peaked at $510K in Q2 2023.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.