Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Gartner IT Stock Holding History

Kovitz Investment Group Partners’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 		$653K Buy
+5,034
New +$758K 0.01% 362
2025
Q4 		– Sell
-3,231
Closed -$849K – 880
2025
Q3 		$849K Buy
3,231
+1,930
+148% +$563K ﹤0.01% 878
2025
Q2 		$526K Sell
1,301
-76
-6% -$31.8K ﹤0.01% 952
2025
Q1 		$578K Sell
1,377
-84
-6% -$41.4K ﹤0.01% 870
2024
Q4 		$708K Buy
+1,461
New +$753K ﹤0.01% 805

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

Kovitz Investment Group Partners's IT Position: Q2 2026 in Review

Kovitz Investment Group Partners opened a new position in Gartner (IT) in Q2 2026: 5,034 shares worth $653K. The stake represents 0.01% of the portfolio and ranks #362 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in IT as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in IT in Q4 2024 and has held it in 5 quarters since. The position peaked at $849K in Q3 2025. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Kovitz Investment Group Partners held 5,034 shares of Gartner worth $653K as of Q2 2026.
  • Gartner was a new Kovitz Investment Group Partners position in Q2 2026.
  • Gartner made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #362 holding.
  • Kovitz Investment Group Partners first reported a position in Gartner in Q4 2024 and has held it in 5 quarters since.
  • Kovitz Investment Group Partners's Gartner position peaked at $849K in Q3 2025.
  • 650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.