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LRI Investments’s Gartner IT Stock Holding History

LRI Investments’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 		$2.46K Sell
19
-30
-61% -$4.52K ﹤0.01% 1249
2026
Q1 		$7.76K Buy
49
+33
+206% +$6.07K ﹤0.01% 955
2025
Q4 		$4.04K Hold
16
– – ﹤0.01% 1085
2025
Q3 		$4.21K Hold
16
– – ﹤0.01% 1080
2025
Q2 		$6.47K Hold
16
– – ﹤0.01% 943
2025
Q1 		$6.72K Hold
16
– – ﹤0.01% 874
2024
Q4 		$7.75K Hold
16
– – ﹤0.01% 824
2024
Q3 		$8.59K Sell
16
-10
-38% -$4.81K ﹤0.01% 812
2024
Q2 		$11.7K Hold
26
– – ﹤0.01% 719
2024
Q1 		$12.4K Buy
+26
New +$12K ﹤0.01% 461

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

LRI Investments's IT Position: Q2 2026 in Review

LRI Investments reduced its Gartner (IT) stake by 61% in Q2 2026, selling an estimated $4.52K and leaving 19 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

LRI Investments first reported a position in IT in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.4K in Q1 2024. 652 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • LRI Investments held 19 shares of Gartner worth $2.46K as of Q2 2026.
  • LRI Investments sold 30 Gartner shares in Q2 2026, an estimated $4.52K.
  • Gartner made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1249 holding.
  • LRI Investments first reported a position in Gartner in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Gartner position peaked at $12.4K in Q1 2024.
  • 652 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.