MOTCO’s Gartner IT Stock Holding History

MOTCO’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	$259	Buy	+2	New	+$301	﹤0.01%	792
2024 Q1	–	Sell	-2	Closed	-$902	–	726
2023 Q4	$902	Hold	2	–	–	﹤0.01%	655
2023 Q3	$687	Sell	2 -1	-33%	-$349	﹤0.01%	725
2023 Q2	$1.05K	Buy	+3	New	+$977	﹤0.01%	756
2021 Q1	–	Sell	-3	Closed	–	–	687
2020 Q4	$0	Hold	3	–	–	﹤0.01%	834
2020 Q3	$0	Hold	3	–	–	﹤0.01%	732
2020 Q2	$0	Hold	3	–	–	﹤0.01%	703
2020 Q1	$0	Buy	+3	New	+$411	﹤0.01%	702
2019 Q3	–	Sell	-15	Closed	-$2K	–	631
2019 Q2	$2K	Buy	+15	New	+$2.35K	﹤0.01%	794
2016 Q4	–	Sell	-74	Closed	-$7K	–	606
2016 Q3	$7K	Buy	+74	New	+$6.94K	﹤0.01%	505
2015 Q2	–	Sell	-208	Closed	-$17K	–	584
2015 Q1	$17K	Hold	208	–	–	﹤0.01%	373
2014 Q4	$18K	Hold	208	–	–	﹤0.01%	377
2014 Q3	$15K	Hold	208	–	–	﹤0.01%	409
2014 Q2	$15K	Hold	208	–	–	﹤0.01%	406
2014 Q1	$14K	Hold	208	–	–	﹤0.01%	390
2013 Q4	$15K	Hold	208	–	–	﹤0.01%	398
2013 Q3	$12K	Hold	208	–	–	﹤0.01%	422
2013 Q2	$12K	Buy	+208	New	+$11.8K	﹤0.01%	433

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MOTCO's IT Position: Q2 2026 in Review

MOTCO opened a new position in Gartner (IT) in Q2 2026: 2 shares worth $259. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: MOTCO previously reported a position in IT as recently as Q4 2023.

MOTCO first reported a position in IT in Q2 2013 and has held it in 18 quarters since. The position peaked at $18K in Q4 2014. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

MOTCO held 2 shares of Gartner worth $259 as of Q2 2026.
Gartner was a new MOTCO position in Q2 2026.
Gartner made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #792 holding.
MOTCO first reported a position in Gartner in Q2 2013 and has held it in 18 quarters since.
MOTCO's Gartner position peaked at $18K in Q4 2014.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.