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	-6,092	Closed	-$1.54M	–	51
2025 Q4	$1.54M	Sell	6,092 -12,465	-67%	-$3M	0.13%	34
2025 Q3	$4.88M	Buy	+18,557	New	+$5.41M	0.37%	33

Other funds holding IT

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 6,092 shares — an estimated $1.54M sold.

J. Stern & Co first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $4.88M in Q3 2025. 719 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 6,092 Gartner shares in Q1 2026, an estimated $1.54M.
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 $4.88M in Q3 2025.
719 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.