J. Safra Asset Management’s Gartner IT Stock Holding History

J. Safra Asset 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 Q2	$7.65K	Buy	59 +8	+16%	+$1.21K	﹤0.01%	434
2026 Q1	$8.07K	Buy	51 +41	+410%	+$7.54K	﹤0.01%	393
2025 Q4	$2.52K	Sell	10 -51	-84%	-$12.3K	﹤0.01%	528
2025 Q3	$16K	Buy	61 +6	+11%	+$1.75K	﹤0.01%	246
2025 Q2	$22.2K	Buy	55 +37	+206%	+$15.5K	﹤0.01%	247
2025 Q1	$7.55K	Sell	18 -20	-53%	-$9.86K	﹤0.01%	301
2024 Q4	$18.4K	Hold	38	–	–	﹤0.01%	254
2024 Q3	$19.3K	Hold	38	–	–	﹤0.01%	200
2024 Q2	$17.1K	Sell	38 -108	-74%	-$48K	﹤0.01%	181
2024 Q1	$69.6K	Buy	146 +54	+59%	+$24.9K	0.01%	70
2023 Q4	$41.5K	Buy	92 +5	+6%	+$2K	0.01%	85
2023 Q3	$29.9K	Buy	+87	New	+$30.3K	﹤0.01%	85

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

J. Safra Asset Management's IT Position: Q2 2026 in Review

J. Safra Asset Management increased its Gartner (IT) stake by 16% in Q2 2026, buying an estimated $1.21K and bringing the position to 59 shares worth $7.65K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

J. Safra Asset Management first reported a position in IT in Q3 2023 and has held it in 12 quarters since. The position peaked at $69.6K in Q1 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

J. Safra Asset Management held 59 shares of Gartner worth $7.65K as of Q2 2026.
J. Safra Asset Management bought 8 Gartner shares in Q2 2026, an estimated $1.21K.
Gartner made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #434 holding.
J. Safra Asset Management first reported a position in Gartner in Q3 2023 and has held it in 12 quarters since.
J. Safra Asset Management's Gartner position peaked at $69.6K in Q1 2024.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.