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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
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

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

Evergreen Capital Management's IT Position: Q1 2026 in Review

Evergreen Capital Management increased its Gartner (IT) stake by 104% in Q1 2026, buying an estimated $338K and bringing the position to 3,600 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #710.

Evergreen Capital Management first reported a position in IT in Q3 2024 and has held it in 4 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Evergreen Capital Management held 3,600 shares of Gartner worth $570K as of Q1 2026.
  • Evergreen Capital Management bought 1,837 Gartner shares in Q1 2026, an estimated $338K.
  • Gartner made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #710 holding.
  • Evergreen Capital Management first reported a position in Gartner in Q3 2024 and has held it in 4 quarters since.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.