Jones Financial Companies
IT icon

Jones Financial Companies’s Gartner IT Stock Holding History

Jones Financial Companies’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 		$31.3M Buy
232,126
+11,394
+5% +$1.72M 0.01% 536
2026
Q1 		$34.3M Buy
220,732
+219,794
+23,432% +$40.4M 0.02% 442
2025
Q4 		$237K Buy
938
+60
+7% +$14.4K ﹤0.01% 1831
2025
Q3 		$232K Sell
878
-68
-7% -$19.8K ﹤0.01% 1729
2025
Q2 		$381K Buy
946
+320
+51% +$134K ﹤0.01% 1389
2025
Q1 		$262K Buy
626
+120
+24% +$59.1K ﹤0.01% 1376
2024
Q4 		$245K Buy
506
+307
+154% +$158K ﹤0.01% 1261
2024
Q3 		$101K Buy
199
+47
+31% +$22.6K ﹤0.01% 1401
2024
Q2 		$68.3K Buy
152
+70
+85% +$31.1K ﹤0.01% 1155
2024
Q1 		$39.1K Buy
82
+33
+67% +$15.2K ﹤0.01% 776
2023
Q4 		$22.1K Sell
49
-5
-9% -$2K ﹤0.01% 574
2023
Q3 		$18.6K Buy
54
+11
+26% +$3.84K ﹤0.01% 441
2023
Q2 		$15.1K Hold
43
– – ﹤0.01% 443
2023
Q1 		$14K Buy
43
+21
+95% +$6.94K ﹤0.01% 450
2022
Q4 		$7K Buy
+22
New +$7.1K ﹤0.01% 508
2022
Q3 		– Sell
-5
Closed -$1K – 636
2022
Q2 		$1K Sell
5
-24
-83% -$6.38K ﹤0.01% 651
2022
Q1 		$9K Hold
29
– – ﹤0.01% 518
2021
Q4 		$10K Hold
29
– – ﹤0.01% 550
2021
Q3 		$9K Hold
29
– – ﹤0.01% 512
2021
Q2 		$7K Buy
+29
New +$6.34K ﹤0.01% 522
2021
Q1 		– Sell
-19
Closed -$3K – 819
2020
Q4 		$3K Buy
+19
New +$2.74K ﹤0.01% 559

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

Jones Financial Companies's IT Position: Q2 2026 in Review

Jones Financial Companies increased its Gartner (IT) stake by 5.2% in Q2 2026, buying an estimated $1.72M and bringing the position to 232,126 shares worth $31.3M. The position accounts for 0.01% of the portfolio, ranked #536.

Jones Financial Companies first reported a position in IT in Q4 2020 and has held it in 21 quarters since. The position peaked at $34.3M in Q1 2026. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Jones Financial Companies held 232,126 shares of Gartner worth $31.3M as of Q2 2026.
  • Jones Financial Companies bought 11,394 Gartner shares in Q2 2026, an estimated $1.72M.
  • Gartner made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #536 holding.
  • Jones Financial Companies first reported a position in Gartner in Q4 2020 and has held it in 21 quarters since.
  • Jones Financial Companies's Gartner position peaked at $34.3M in Q1 2026.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.