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Golden State Equity Partners’s Gartner IT Stock Holding History

Golden State Equity 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 		$6.02K Buy
+38
New +$6.99K ﹤0.01% 1430
2024
Q4 		– Sell
-39
Closed -$19.8K – 657
2024
Q3 		$19.8K Buy
+39
New +$18.7K 0.01% 512

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IFP
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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

Golden State Equity Partners's IT Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Gartner (IT) in Q1 2026: 38 shares worth $6.02K. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in IT as recently as Q3 2024.

Golden State Equity Partners first reported a position in IT in Q3 2024 and has held it in 2 quarters since. The position peaked at $19.8K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Golden State Equity Partners held 38 shares of Gartner worth $6.02K as of Q1 2026.
  • Gartner was a new Golden State Equity Partners position in Q1 2026.
  • Gartner made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1430 holding.
  • Golden State Equity Partners first reported a position in Gartner in Q3 2024 and has held it in 2 quarters since.
  • Golden State Equity Partners's Gartner position peaked at $19.8K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.