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IT icon

Greenleaf Trust’s Gartner IT Stock Holding History

Greenleaf 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
Q2 		– Sell
-3,318
Closed -$525K – 890
2026
Q1 		$525K Buy
3,318
+2,127
+179% +$391K 0.01% 477
2025
Q4 		$300K Sell
1,191
-203
-15% -$48.9K ﹤0.01% 656
2025
Q3 		$366K Sell
1,394
-312
-18% -$91K ﹤0.01% 577
2025
Q2 		$690K Buy
1,706
+102
+6% +$42.7K 0.01% 413
2025
Q1 		$673K Sell
1,604
-32
-2% -$15.8K 0.01% 420
2024
Q4 		$793K Buy
1,636
+32
+2% +$16.5K 0.01% 388
2024
Q3 		$813K Buy
1,604
+65
+4% +$31.2K 0.01% 384
2024
Q2 		$691K Buy
1,539
+14
+0.9% +$6.23K 0.01% 388
2024
Q1 		$727K Sell
1,525
-76
-5% -$35K 0.01% 368
2023
Q4 		$722K Buy
1,601
+20
+1% +$7.99K 0.01% 362
2023
Q3 		$543K Sell
1,581
-30
-2% -$10.5K 0.01% 415
2023
Q2 		$564K Sell
1,611
-80
-5% -$26.1K 0.01% 424
2023
Q1 		$551K Sell
1,691
-36
-2% -$11.9K 0.01% 422
2022
Q4 		$581K Buy
1,727
+158
+10% +$51K 0.01% 401
2022
Q3 		$434K Sell
1,569
-74
-5% -$20.7K 0.01% 436
2022
Q2 		$397K Buy
1,643
+200
+14% +$53.2K 0.01% 471
2022
Q1 		$429K Sell
1,443
-39
-3% -$11.3K 0.01% 464
2021
Q4 		$495K Buy
1,482
+60
+4% +$19.3K 0.01% 419
2021
Q3 		$432K Buy
1,422
+86
+6% +$24.9K 0.01% 444
2021
Q2 		$324K Buy
1,336
+115
+9% +$25.2K ﹤0.01% 543
2021
Q1 		$223K Buy
+1,221
New +$212K ﹤0.01% 655
2018
Q1 		– Sell
-122
Closed -$15K – 598
2017
Q4 		$15K Hold
122
– – ﹤0.01% 631
2017
Q3 		$15K Buy
+122
New +$15.1K ﹤0.01% 622

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

Greenleaf Trust's IT Position: Q2 2026 in Review

Greenleaf Trust sold out of Gartner (IT) in Q2 2026, closing a stake of 3,318 shares — an estimated $525K sold.

Greenleaf Trust first reported a position in IT in Q3 2017 and held it in 23 quarters. The position peaked at $813K in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Greenleaf Trust reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Greenleaf Trust sold 3,318 Gartner shares in Q2 2026, an estimated $525K.
  • Greenleaf Trust first reported a position in Gartner in Q3 2017 and held it in 23 quarters.
  • Greenleaf Trust's Gartner position peaked at $813K in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.