Downshift Financial’s Gartner IT Stock Holding History

Downshift Financial’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	$1.12K	Buy	+6	New	+$1.02K	﹤0.01%	510

Other funds holding IT

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return

Downshift Financial's IT Position: Q3 2026 in Review

Downshift Financial opened a new position in Gartner (IT) in Q3 2026: 6 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings.

128 funds tracked by Wall St. Rank hold IT as of Q3 2026.

Downshift Financial held 6 shares of Gartner worth $1.12K as of Q3 2026.
Gartner was a new Downshift Financial position in Q3 2026.
Gartner made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #510 holding.
128 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.