FOR
IT icon

Family Office Research’s Gartner IT Stock Holding History

Family Office Research’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
-1,321
Closed -$209K – 88
2026
Q1 		$209K Hold
1,321
– – 0.09% 73
2025
Q4 		$335K Hold
1,321
– – 0.14% 59
2025
Q3 		$347K Sell
1,321
-4
-0.3% -$1.17K 0.15% 57
2025
Q2 		$536K Hold
1,325
– – 0.25% 40
2025
Q1 		$556K Sell
1,325
-142
-10% -$70K 0.27% 37
2024
Q4 		$711K Buy
+1,467
New +$756K 0.31% 31

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 $3.38T AUM 44.17% 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

Family Office Research's IT Position: Q2 2026 in Review

Family Office Research sold out of Gartner (IT) in Q2 2026, closing a stake of 1,321 shares — an estimated $209K sold.

Family Office Research first reported a position in IT in Q4 2024 and held it in 6 quarters. The position peaked at $711K in Q4 2024. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Family Office Research reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Family Office Research sold 1,321 Gartner shares in Q2 2026, an estimated $209K.
  • Family Office Research first reported a position in Gartner in Q4 2024 and held it in 6 quarters.
  • Family Office Research's Gartner position peaked at $711K in Q4 2024.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.