Fiduciary Trust’s Gartner IT Stock Holding History

Fiduciary Trust’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	$560K	Buy	3,537 +346	+11%	+$63.7K	0.01%	547
2025 Q4	$805K	Sell	3,191 -302	-9%	-$72.7K	0.01%	461
2025 Q3	$918K	Buy	3,493 +92	+3%	+$26.8K	0.01%	427
2025 Q2	$1.37M	Sell	3,401 -155	-4%	-$64.9K	0.02%	340
2025 Q1	$1.49M	Sell	3,556 -215	-6%	-$106K	0.02%	313
2024 Q4	$1.83M	Buy	3,771 +10	+0.3%	+$5.16K	0.02%	274
2024 Q3	$1.91M	Buy	3,761 +252	+7%	+$121K	0.03%	265
2024 Q2	$1.58M	Sell	3,509 -66	-2%	-$29.4K	0.02%	270
2024 Q1	$1.7M	Buy	3,575 +22	+0.6%	+$10.1K	0.03%	275
2023 Q4	$1.6M	Sell	3,553 -31	-0.9%	-$12.4K	0.03%	271
2023 Q3	$1.23M	Buy	3,584 +50	+1%	+$17.4K	0.02%	288
2023 Q2	$1.24M	Sell	3,534 -20	-0.6%	-$6.51K	0.02%	299
2023 Q1	$1.16M	Sell	3,554 -44	-1%	-$14.5K	0.02%	301
2022 Q4	$1.21M	Hold	3,598	–	–	0.02%	310
2022 Q3	$996K	Buy	3,598 +50	+1%	+$14K	0.02%	325
2022 Q2	$858K	Hold	3,548	–	–	0.02%	351
2022 Q1	$1.05M	Sell	3,548 -104	-3%	-$30.1K	0.02%	336
2021 Q4	$1.22M	Sell	3,652 -220	-6%	-$70.7K	0.02%	319
2021 Q3	$1.18M	Hold	3,872	–	–	0.02%	311
2021 Q2	$938K	Hold	3,872	–	–	0.02%	343
2021 Q1	$707K	Hold	3,872	–	–	0.01%	394
2020 Q4	$620K	Sell	3,872 -400	-9%	-$57.6K	0.01%	393
2020 Q3	$533K	Sell	4,272 -400	-9%	-$50.9K	0.01%	387
2020 Q2	$566K	Sell	4,672 -12	-0.3%	-$1.39K	0.01%	363
2020 Q1	$466K	Buy	4,684 +97	+2%	+$13.3K	0.01%	359
2019 Q4	$706K	Sell	4,587 -500	-10%	-$76.3K	0.02%	334
2019 Q3	$727K	Buy	5,087 +150	+3%	+$21.8K	0.02%	317
2019 Q2	$794K	Hold	4,937	–	–	0.02%	291
2019 Q1	$748K	Sell	4,937 -15	-0.3%	-$2.08K	0.02%	288
2018 Q4	$633K	Buy	4,952 +3	+0.1%	+$433	0.02%	292
2018 Q3	$784K	Buy	4,949 +4	+0.1%	+$580	0.02%	288
2018 Q2	$657K	Hold	4,945	–	–	0.02%	296
2018 Q1	$581K	Sell	4,945 -4	-0.1%	-$500	0.02%	304
2017 Q4	$610K	Buy	4,949 +393	+9%	+$47.7K	0.02%	301
2017 Q3	$567K	Sell	4,556 -235	-5%	-$29K	0.02%	314
2017 Q2	$592K	Buy	4,791 +7	+0.1%	+$812	0.02%	317
2017 Q1	$517K	Hold	4,784	–	–	0.02%	325
2016 Q4	$484K	Hold	4,784	–	–	0.02%	332
2016 Q3	$423K	Hold	4,784	–	–	0.01%	341
2016 Q2	$466K	Hold	4,784	–	–	0.02%	343
2016 Q1	$427K	Hold	4,784	–	–	0.02%	340
2015 Q4	$434K	Hold	4,784	–	–	0.02%	306
2015 Q3	$402K	Hold	4,784	–	–	0.02%	294
2015 Q2	$410K	Buy	+4,784	New	+$410K	0.02%	276

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Trust's IT Position: Q1 2026 in Review

Fiduciary Trust increased its Gartner (IT) stake by 11% in Q1 2026, buying an estimated $63.7K and bringing the position to 3,537 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #547.

Fiduciary Trust first reported a position in IT in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.91M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Fiduciary Trust held 3,537 shares of Gartner worth $560K as of Q1 2026.
Fiduciary Trust bought 346 Gartner shares in Q1 2026, an estimated $63.7K.
Gartner made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #547 holding.
Fiduciary Trust first reported a position in Gartner in Q2 2015 and has held it in 44 quarters since.
Fiduciary Trust's Gartner position peaked at $1.91M in Q3 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.