Delta Asset Management’s Gartner IT Stock Holding History

Delta Asset Management’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 Q1	$1.58K	Buy	+10	New	+$1.84K	﹤0.01%	551
2024 Q1	–	Sell	-1	Closed	-$451	–	674
2023 Q4	$451	Buy	+1	New	+$399	﹤0.01%	651
2018 Q2	–	Sell	-9	Closed	-$1K	–	667
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	634
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	646
2017 Q3	$1K	Buy	+9	New	+$1.11K	﹤0.01%	629
2015 Q4	–	Sell	-23	Closed	-$2K	–	632
2015 Q3	$2K	Buy	+23	New	+$2K	﹤0.01%	578

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delta Asset Management's IT Position: Q1 2026 in Review

Delta Asset Management opened a new position in Gartner (IT) in Q1 2026: 10 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Delta Asset Management previously reported a position in IT as recently as Q4 2023.

Delta Asset Management first reported a position in IT in Q3 2015 and has held it in 6 quarters since. The position peaked at $2K in Q3 2015. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Delta Asset Management held 10 shares of Gartner worth $1.58K as of Q1 2026.
Gartner was a new Delta Asset Management position in Q1 2026.
Gartner made up ﹤0.01% of Delta Asset Management's portfolio in Q1 2026, its #551 holding.
Delta Asset Management first reported a position in Gartner in Q3 2015 and has held it in 6 quarters since.
Delta Asset Management's Gartner position peaked at $2K in Q3 2015.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.