MFG
IT icon

Monte Financial Group’s Gartner IT Stock Holding History

Monte Financial Group’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 		– Sell
-5,514
Closed -$873K – 105
2026
Q1 		$873K Buy
5,514
+436
+9% +$80.2K 0.31% 73
2025
Q4 		$1.28M Sell
5,078
-243
-5% -$58.5K 0.48% 62
2025
Q3 		$1.4M Buy
5,321
+3,347
+170% +$976K 0.51% 59
2025
Q2 		$798K Buy
1,974
+37
+2% +$15.5K 0.31% 70
2025
Q1 		$778K Buy
+1,937
New +$955K 0.34% 66

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

Monte Financial Group's IT Position: Q2 2026 in Review

Monte Financial Group sold out of Gartner (IT) in Q2 2026, closing a stake of 5,514 shares — an estimated $873K sold.

Monte Financial Group first reported a position in IT in Q1 2025 and held it in 5 quarters. The position peaked at $1.4M in Q3 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Monte Financial Group reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Monte Financial Group sold 5,514 Gartner shares in Q2 2026, an estimated $873K.
  • Monte Financial Group first reported a position in Gartner in Q1 2025 and held it in 5 quarters.
  • Monte Financial Group's Gartner position peaked at $1.4M in Q3 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.