ECM
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Evergreen Capital Management’s Gartner IT Stock Holding History

Evergreen Capital 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
Q2 		– Sell
-3,600
Closed -$570K – 1606
2026
Q1 		$570K Buy
3,600
+1,837
+104% +$338K 0.01% 710
2025
Q4 		$445K Buy
1,763
+656
+59% +$158K 0.01% 810
2025
Q3 		$291K Buy
+1,107
New +$323K 0.01% 997
2024
Q4 		– Sell
-923
Closed -$468K – 1096
2024
Q3 		$468K Buy
+923
New +$444K 0.02% 529

Other funds holding IT

BAMCO Inc
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Evergreen Capital Management's IT Position: Q2 2026 in Review

Evergreen Capital Management sold out of Gartner (IT) in Q2 2026, closing a stake of 3,600 shares — an estimated $570K sold.

Evergreen Capital Management first reported a position in IT in Q3 2024 and held it in 4 quarters. The position peaked at $570K in Q1 2026. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Evergreen Capital Management reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 3,600 Gartner shares in Q2 2026, an estimated $570K.
  • Evergreen Capital Management first reported a position in Gartner in Q3 2024 and held it in 4 quarters.
  • Evergreen Capital Management's Gartner position peaked at $570K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.