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NewEdge Advisors’s Gartner IT Stock Holding History

NewEdge Advisors’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 		$524K Sell
4,044
-111
-3% -$16.7K ﹤0.01% 2108
2026
Q1 		$658K Buy
4,155
+738
+22% +$136K ﹤0.01% 1778
2025
Q4 		$862K Sell
3,417
-405
-11% -$97.5K ﹤0.01% 1582
2025
Q3 		$1M Buy
3,822
+187
+5% +$54.5K ﹤0.01% 1403
2025
Q2 		$1.47M Sell
3,635
-238
-6% -$99.6K 0.01% 1082
2025
Q1 		$1.63M Sell
3,873
-412
-10% -$203K 0.01% 950
2024
Q4 		$2.08M Buy
4,285
+142
+3% +$73.2K 0.01% 816
2024
Q3 		$2.1M Buy
4,143
+237
+6% +$114K 0.01% 772
2024
Q2 		$1.75M Sell
3,906
-2,287
-37% -$1.02M 0.01% 814
2024
Q1 		$2.95M Buy
6,193
+1,117
+22% +$514K 0.03% 552
2023
Q4 		$2.34M Buy
5,076
+2,221
+78% +$887K 0.02% 611
2023
Q3 		$981K Buy
2,855
+2,523
+760% +$880K 0.01% 869
2023
Q2 		$116K Sell
332
-3,073
-90% -$1M ﹤0.01% 1804
2023
Q1 		$1.11M Buy
3,405
+34
+1% +$11.2K 0.01% 749
2022
Q4 		$1.06M Buy
3,371
+318
+10% +$103K 0.03% 492
2022
Q3 		$845K Buy
3,053
+23
+0.8% +$6.45K 0.01% 714
2022
Q2 		$733K Buy
+3,030
New +$806K 0.01% 817
2022
Q1 		– Sell
-7,545
Closed -$2.52M – 1383
2021
Q4 		$2.52M Buy
7,545
+5,586
+285% +$1.8M 0.04% 385
2021
Q3 		$595K Buy
+1,959
New +$568K 0.01% 701
2017
Q3 		– Sell
-159
Closed -$20.1K – 728
2017
Q2 		$20.1K Buy
+159
New +$18.5K ﹤0.01% 740

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

NewEdge Advisors's IT Position: Q2 2026 in Review

NewEdge Advisors reduced its Gartner (IT) stake by 2.7% in Q2 2026, selling an estimated $16.7K and leaving 4,044 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

NewEdge Advisors first reported a position in IT in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.95M in Q1 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • NewEdge Advisors held 4,044 shares of Gartner worth $524K as of Q2 2026.
  • NewEdge Advisors sold 111 Gartner shares in Q2 2026, an estimated $16.7K.
  • Gartner made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2108 holding.
  • NewEdge Advisors first reported a position in Gartner in Q2 2017 and has held it in 20 quarters since.
  • NewEdge Advisors's Gartner position peaked at $2.95M in Q1 2024.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.