J. Stern & Co’s Gartner IT Stock Holding History

J. Stern & Co’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	–	Sell	-1,536,890	Closed	-$1.54B	–	51
2025 Q4	$1.54B	Buy	1,536,890 +1,518,333	+8,182%	+$365M	0.13%	34
2025 Q3	$4.88M	Buy	+18,557	New	+$5.41M	0.37%	33

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

J. Stern & Co's IT Position: Q1 2026 in Review

J. Stern & Co sold out of Gartner (IT) in Q1 2026, closing a stake of 1,536,890 shares — an estimated $1.54B sold.

J. Stern & Co first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $1.54B in Q4 2025. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

J. Stern & Co reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
J. Stern & Co sold 1,536,890 Gartner shares in Q1 2026, an estimated $1.54B.
J. Stern & Co first reported a position in Gartner in Q3 2025 and held it in 2 quarters.
J. Stern & Co's Gartner position peaked at $1.54B in Q4 2025.
713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on J. Stern & Co's 13F filing for Q1 2026, filed 15 May 2026.