Lido Advisors
IT icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's IT Position: Q1 2026 in Review

Lido Advisors increased its Gartner (IT) stake by 548% in Q1 2026, buying an estimated $7.88M and bringing the position to 50,665 shares worth $8.02M. The position accounts for 0.02% of the portfolio, ranked #360.

Lido Advisors first reported a position in IT in Q2 2023 and has held it in 12 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Lido Advisors held 50,665 shares of Gartner worth $8.02M as of Q1 2026.
  • Lido Advisors bought 42,852 Gartner shares in Q1 2026, an estimated $7.88M.
  • Gartner made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #360 holding.
  • Lido Advisors first reported a position in Gartner in Q2 2023 and has held it in 12 quarters since.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.