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Edgestream Partners’s Gartner IT Stock Holding History

Edgestream Partners’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 		$4.57M Sell
28,873
-3,848
-12% -$708K 0.15% 253
2025
Q4 		$8.25M Buy
32,721
+22,177
+210% +$5.34M 0.23% 104
2025
Q3 		$2.77M Sell
10,544
-11,536
-52% -$3.36M 0.08% 437
2025
Q2 		$8.93M Buy
22,080
+19,555
+774% +$8.18M 0.25% 102
2025
Q1 		$1.06M Buy
2,525
+1,636
+184% +$806K 0.04% 597
2024
Q4 		$431K Sell
889
-8,087
-90% -$4.17M 0.02% 711
2024
Q3 		$4.55M Buy
8,976
+5,505
+159% +$2.65M 0.2% 153
2024
Q2 		$1.56M Sell
3,471
-5,211
-60% -$2.32M 0.08% 405
2024
Q1 		$4.14M Buy
8,682
+6,899
+387% +$3.18M 0.21% 162
2023
Q4 		$804K Buy
1,783
+201
+13% +$80.3K 0.06% 490
2023
Q3 		$544K Sell
1,582
-438
-22% -$153K 0.04% 574
2023
Q2 		$708K Sell
2,020
-7,591
-79% -$2.47M 0.06% 449
2023
Q1 		$3.13M Buy
9,611
+6,073
+172% +$2.01M 0.35% 63
2022
Q4 		$1.19M Buy
+3,538
New +$1.14M 0.13% 233

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgestream Partners's IT Position: Q1 2026 in Review

Edgestream Partners reduced its Gartner (IT) stake by 12% in Q1 2026, selling an estimated $708K and leaving 28,873 shares worth $4.57M. The position accounts for 0.15% of the portfolio, ranked #253.

Edgestream Partners first reported a position in IT in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.93M in Q2 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Edgestream Partners held 28,873 shares of Gartner worth $4.57M as of Q1 2026.
  • Edgestream Partners sold 3,848 Gartner shares in Q1 2026, an estimated $708K.
  • Gartner made up 0.15% of Edgestream Partners's portfolio in Q1 2026, its #253 holding.
  • Edgestream Partners first reported a position in Gartner in Q4 2022 and has held it in 14 quarters since.
  • Edgestream Partners's Gartner position peaked at $8.93M in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.