McDonald Partners
IT icon

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
Q3 		$856K Hold
4,590
– – 0.2% 111
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

McDonald Partners's IT Position: Q3 2026 in Review

McDonald Partners held its Gartner (IT) position steady in Q3 2026 at 4,590 shares worth $856K. The position accounts for 0.2% of the portfolio, ranked #111.

McDonald Partners first reported a position in IT in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.71M in Q3 2024. 436 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • McDonald Partners held 4,590 shares of Gartner worth $856K as of Q3 2026.
  • McDonald Partners left its Gartner share count unchanged in Q3 2026.
  • Gartner made up 0.2% of McDonald Partners's portfolio in Q3 2026, its #111 holding.
  • McDonald Partners first reported a position in Gartner in Q4 2020 and has held it in 24 quarters since.
  • McDonald Partners's Gartner position peaked at $2.71M in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.