MP
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McDonald Partners’s Gartner IT Stock Holding History

McDonald 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 		$595K Sell
4,590
-50
-1% -$7.53K 0.14% 139
2026
Q1 		$735K Hold
4,640
– – 0.17% 118
2025
Q4 		$1.17M Sell
4,640
-210
-4% -$50.5K 0.37% 72
2025
Q3 		$1.27M Buy
4,850
+25
+0.5% +$7.29K 0.38% 72
2025
Q2 		$1.95M Sell
4,825
-100
-2% -$41.8K 0.47% 61
2025
Q1 		$2.07M Sell
4,925
-300
-6% -$148K 0.54% 53
2024
Q4 		$2.53M Sell
5,225
-125
-2% -$64.4K 0.65% 42
2024
Q3 		$2.71M Sell
5,350
-200
-4% -$96.1K 0.68% 41
2024
Q2 		$2.49M Buy
5,550
+25
+0.5% +$11.1K 0.67% 40
2024
Q1 		$2.63M Sell
5,525
-10
-0.2% -$4.6K 0.72% 38
2023
Q4 		$2.5M Hold
5,535
– – 0.74% 37
2023
Q3 		$1.9M Buy
5,535
+41
+0.7% +$14.3K 0.62% 44
2023
Q2 		$1.92M Buy
5,494
+285
+5% +$92.8K 0.59% 45
2023
Q1 		$1.7M Buy
5,209
+50
+1% +$16.5K 0.55% 52
2022
Q4 		$1.73M Sell
5,159
-25
-0.5% -$8.07K 0.59% 46
2022
Q3 		$1.43M Hold
5,184
– – 0.55% 50
2022
Q2 		$1.25M Hold
5,184
– – 0.32% 92
2022
Q1 		$1.54M Buy
5,184
+5,182
+259,100% +$1.5M 0.34% 86
2021
Q4 		$669 Sell
2
-5,207
-100% -$1.67M ﹤0.01% 468
2021
Q3 		$1.58M Hold
5,209
– – 0.37% 80
2021
Q2 		$1.26M Hold
5,209
– – 0.3% 98
2021
Q1 		$951K Hold
5,209
– – 0.24% 116
2020
Q4 		$834K Buy
+5,209
New +$750K 0.23% 116

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

McDonald Partners's IT Position: Q2 2026 in Review

McDonald Partners reduced its Gartner (IT) stake by 1.1% in Q2 2026, selling an estimated $7.53K and leaving 4,590 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #139.

McDonald Partners first reported a position in IT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.71M in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • McDonald Partners held 4,590 shares of Gartner worth $595K as of Q2 2026.
  • McDonald Partners sold 50 Gartner shares in Q2 2026, an estimated $7.53K.
  • Gartner made up 0.14% of McDonald Partners's portfolio in Q2 2026, its #139 holding.
  • McDonald Partners first reported a position in Gartner in Q4 2020 and has held it in 23 quarters since.
  • McDonald Partners's Gartner position peaked at $2.71M in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.