Lido Advisors’s Gartner IT Stock Holding History

Lido Advisors’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	$6.71M	Buy	51,767 +1,102	+2%	+$166K	0.02%	434
2026 Q1	$8.02M	Buy	50,665 +42,852	+548%	+$7.88M	0.02%	360
2025 Q4	$2M	Buy	7,813 +149	+2%	+$35.9K	0.01%	720
2025 Q3	$2.01M	Buy	7,664 +2,124	+38%	+$619K	0.01%	684
2025 Q2	$2.24M	Buy	5,540 +2,386	+76%	+$998K	0.01%	557
2025 Q1	$1.32M	Buy	3,154 +2,004	+174%	+$988K	0.01%	662
2024 Q4	$557K	Sell	1,150 -25	-2%	-$12.9K	﹤0.01%	974
2024 Q3	$596K	Buy	1,175 +89	+8%	+$42.8K	﹤0.01%	896
2024 Q2	$488K	Buy	1,086 +176	+19%	+$78.3K	﹤0.01%	937
2024 Q1	$434K	Buy	910 +51	+6%	+$23.5K	﹤0.01%	946
2023 Q4	$388K	Sell	859 -19	-2%	-$7.59K	﹤0.01%	938
2023 Q3	$302K	Buy	878 +269	+44%	+$93.8K	﹤0.01%	913
2023 Q2	$213K	Buy	+609	New	+$198K	﹤0.01%	1083

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

Lido Advisors's IT Position: Q2 2026 in Review

Lido Advisors increased its Gartner (IT) stake by 2.2% in Q2 2026, buying an estimated $166K and bringing the position to 51,767 shares worth $6.71M. The position accounts for 0.02% of the portfolio, ranked #434.

Lido Advisors first reported a position in IT in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.02M in Q1 2026. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Lido Advisors held 51,767 shares of Gartner worth $6.71M as of Q2 2026.
Lido Advisors bought 1,102 Gartner shares in Q2 2026, an estimated $166K.
Gartner made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #434 holding.
Lido Advisors first reported a position in Gartner in Q2 2023 and has held it in 13 quarters since.
Lido Advisors's Gartner position peaked at $8.02M in Q1 2026.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.