DLA
IT icon

Douglas Lane & Associates’s Gartner IT Stock Holding History

Douglas Lane & Associates’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 		$29.1M Sell
156,262
-30,482
-16% -$5.2M 0.39% 86
2026
Q2 		$24.2M Sell
186,744
-30,873
-14% -$4.65M 0.33% 96
2026
Q1 		$34.5M Buy
217,617
+17,199
+9% +$3.16M 0.5% 81
2025
Q4 		$50.6M Buy
200,418
+80,591
+67% +$19.4M 0.69% 60
2025
Q3 		$31.5M Buy
119,827
+113,241
+1,719% +$33M 0.44% 88
2025
Q2 		$2.66M Sell
6,586
-894
-12% -$374K 0.04% 137
2025
Q1 		$3.14M Sell
7,480
-248
-3% -$122K 0.05% 137
2024
Q4 		$3.74M Sell
7,728
-248
-3% -$128K 0.05% 135
2024
Q3 		$4.04M Sell
7,976
-492
-6% -$237K 0.06% 135
2024
Q2 		$3.8M Sell
8,468
-244
-3% -$109K 0.05% 135
2024
Q1 		$4.15M Sell
8,712
-630
-7% -$290K 0.06% 133
2023
Q4 		$4.21M Sell
9,342
-1,546
-14% -$618K 0.06% 129
2023
Q3 		$3.74M Sell
10,888
-1,376
-11% -$480K 0.06% 124
2023
Q2 		$4.3M Sell
12,264
-1,737
-12% -$566K 0.07% 122
2023
Q1 		$4.56M Sell
14,001
-749
-5% -$248K 0.08% 120
2022
Q4 		$4.96M Sell
14,750
-3,159
-18% -$1.02M 0.08% 119
2022
Q3 		$4.96M Buy
17,909
+224
+1% +$62.8K 0.09% 118
2022
Q2 		$4.28M Buy
17,685
+657
+4% +$175K 0.07% 120
2022
Q1 		$5.07M Buy
17,028
+2,251
+15% +$652K 0.07% 119
2021
Q4 		$4.94M Buy
14,777
+111
+0.8% +$35.7K 0.07% 120
2021
Q3 		$4.46M Sell
14,666
-629
-4% -$182K 0.06% 119
2021
Q2 		$3.7M Buy
+15,295
New +$3.35M 0.05% 121

Other funds holding IT

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
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
TIM
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Douglas Lane & Associates's IT Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Gartner (IT) stake by 16% in Q3 2026, selling an estimated $5.2M and leaving 156,262 shares worth $29.1M. The position accounts for 0.39% of the portfolio, ranked #86.

Douglas Lane & Associates first reported a position in IT in Q2 2021 and has held it in 22 quarters since. The position peaked at $50.6M in Q4 2025. 39 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Douglas Lane & Associates held 156,262 shares of Gartner worth $29.1M as of Q3 2026.
  • Douglas Lane & Associates sold 30,482 Gartner shares in Q3 2026, an estimated $5.2M.
  • Gartner made up 0.39% of Douglas Lane & Associates's portfolio in Q3 2026, its #86 holding.
  • Douglas Lane & Associates first reported a position in Gartner in Q2 2021 and has held it in 22 quarters since.
  • Douglas Lane & Associates's Gartner position peaked at $50.6M in Q4 2025.
  • 39 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.