MA
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Montag & Associates’s Gartner IT Stock Holding History

Montag & Associates’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 		– Sell
-50
Closed -$12.6K – 969
2025
Q4 		$12.6K Hold
50
– – ﹤0.01% 750
2025
Q3 		$13.1K Hold
50
– – ﹤0.01% 730
2025
Q2 		$20.2K Hold
50
– – ﹤0.01% 681
2025
Q1 		$21K Hold
50
– – ﹤0.01% 711
2024
Q4 		$24.2K Hold
50
– – ﹤0.01% 692
2024
Q3 		$25.3K Buy
+50
New +$24K ﹤0.01% 706

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's IT Position: Q1 2026 in Review

Montag & Associates sold out of Gartner (IT) in Q1 2026, closing a stake of 50 shares — an estimated $12.6K sold.

Montag & Associates first reported a position in IT in Q3 2024 and held it in 6 quarters. The position peaked at $25.3K in Q3 2024. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Montag & Associates reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 50 Gartner shares in Q1 2026, an estimated $12.6K.
  • Montag & Associates first reported a position in Gartner in Q3 2024 and held it in 6 quarters.
  • Montag & Associates's Gartner position peaked at $25.3K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.