LPL Financial’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.02M | Sell |
31,024
-703
| -2% | -$106K | ﹤0.01% | 3003 |
|
|
2026
Q1 | $5.02M | Buy |
31,727
+13,704
| +76% | +$2.52M | ﹤0.01% | 2613 |
|
|
2025
Q4 | $4.55M | Sell |
18,023
-3,367
| -16% | -$810K | ﹤0.01% | 2611 |
|
|
2025
Q3 | $5.62M | Buy |
21,390
+295
| +1% | +$86K | ﹤0.01% | 2362 |
|
|
2025
Q2 | $8.53M | Sell |
21,095
-4,748
| -18% | -$1.99M | ﹤0.01% | 1872 |
|
|
2025
Q1 | $10.8M | Sell |
25,843
-4,883
| -16% | -$2.41M | ﹤0.01% | 1537 |
|
|
2024
Q4 | $14.9M | Buy |
30,726
+191
| +0.6% | +$98.5K | 0.01% | 1260 |
|
|
2024
Q3 | $15.5M | Sell |
30,535
-678
| -2% | -$326K | 0.01% | 1183 |
|
|
2024
Q2 | $14M | Sell |
31,213
-1,057
| -3% | -$470K | 0.01% | 1156 |
|
|
2024
Q1 | $15.4M | Buy |
32,270
+2,929
| +10% | +$1.35M | 0.01% | 1069 |
|
|
2023
Q4 | $13.2M | Buy |
29,341
+1,212
| +4% | +$484K | 0.01% | 1082 |
|
|
2023
Q3 | $9.67M | Buy |
28,129
+5,266
| +23% | +$1.84M | 0.01% | 1182 |
|
|
2023
Q2 | $8.01M | Buy |
22,863
+5,355
| +31% | +$1.74M | 0.01% | 1262 |
|
|
2023
Q1 | $5.7M | Buy |
17,508
+5,056
| +41% | +$1.67M | ﹤0.01% | 1421 |
|
|
2022
Q4 | $4.19M | Buy |
12,452
+2,253
| +22% | +$727K | ﹤0.01% | 1568 |
|
|
2022
Q3 | $2.82M | Buy |
10,199
+2,377
| +30% | +$666K | ﹤0.01% | 1748 |
|
|
2022
Q2 | $1.89M | Sell |
7,822
-4,722
| -38% | -$1.26M | ﹤0.01% | 2075 |
|
|
2022
Q1 | $3.73M | Sell |
12,544
-5,283
| -30% | -$1.53M | ﹤0.01% | 1622 |
|
|
2021
Q4 | $5.96M | Sell |
17,827
-3,604
| -17% | -$1.16M | 0.01% | 1341 |
|
|
2021
Q3 | $6.51M | Buy |
21,431
+10,590
| +98% | +$3.07M | 0.01% | 1215 |
|
|
2021
Q2 | $2.63M | Buy |
10,841
+3,920
| +57% | +$858K | ﹤0.01% | 1770 |
|
|
2021
Q1 | $1.26M | Buy |
6,921
+973
| +16% | +$169K | ﹤0.01% | 2196 |
|
|
2020
Q4 | $953K | Sell |
5,948
-161
| -3% | -$23.2K | ﹤0.01% | 2221 |
|
|
2020
Q3 | $763K | Buy |
6,109
+1,904
| +45% | +$242K | ﹤0.01% | 2139 |
|
|
2020
Q2 | $510K | Buy |
4,205
+1,604
| +62% | +$185K | ﹤0.01% | 2371 |
|
|
2020
Q1 | $259K | Sell |
2,601
-211
| -8% | -$28.9K | ﹤0.01% | 2613 |
|
|
2019
Q4 | $433K | Buy |
2,812
+697
| +33% | +$106K | ﹤0.01% | 2495 |
|
|
2019
Q3 | $302K | Buy |
2,115
+8
| +0.4% | +$1.16K | ﹤0.01% | 2674 |
|
|
2019
Q2 | $339K | Sell |
2,107
-14
| -0.7% | -$2.19K | ﹤0.01% | 2595 |
|
|
2019
Q1 | $322K | Buy |
2,121
+334
| +19% | +$46.4K | ﹤0.01% | 2572 |
|
|
2018
Q4 | $228K | Buy |
1,787
+14
| +0.8% | +$2.02K | ﹤0.01% | 2708 |
|
|
2018
Q3 | $281K | Sell |
1,773
-329
| -16% | -$47.7K | ﹤0.01% | 2754 |
|
|
2018
Q2 | $279K | Buy |
+2,102
| New | +$269K | ﹤0.01% | 2719 |
|
|
2017
Q1 | – | Sell |
-2,101
| Closed | -$210K | – | 2751 |
|
|
2016
Q4 | $210K | Buy |
+2,101
| New | +$203K | ﹤0.01% | 2446 |
|
|
2016
Q2 | – | Sell |
-3,240
| Closed | -$289K | – | 2801 |
|
|
2016
Q1 | $289K | Buy |
3,240
+648
| +25% | +$54.8K | ﹤0.01% | 2542 |
|
|
2015
Q4 | $231K | Buy |
+2,592
| New | +$230K | ﹤0.01% | 2718 |
|
Other funds holding IT
IFP
LPL Financial's IT Position: Q2 2026 in Review
LPL Financial reduced its Gartner (IT) stake by 2.2% in Q2 2026, selling an estimated $106K and leaving 31,024 shares worth $4.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3003.
LPL Financial first reported a position in IT in Q4 2015 and has held it in 36 quarters since. The position peaked at $15.5M in Q3 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.
- LPL Financial held 31,024 shares of Gartner worth $4.02M as of Q2 2026.
- LPL Financial sold 703 Gartner shares in Q2 2026, an estimated $106K.
- Gartner made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3003 holding.
- LPL Financial first reported a position in Gartner in Q4 2015 and has held it in 36 quarters since.
- LPL Financial's Gartner position peaked at $15.5M in Q3 2024.
- 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.