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Oak Thistle LLC’s Gartner IT Stock Holding History

Oak Thistle LLC’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 		$1.35M Buy
10,391
+7,262
+232% +$1.09M 0.13% 280
2026
Q1 		$495K Buy
+3,129
New +$576K 0.05% 403
2025
Q3 		– Sell
-3,403
Closed -$1.38M – 550
2025
Q2 		$1.38M Sell
3,403
-2,961
-47% -$1.24M 0.2% 195
2025
Q1 		$2.67M Buy
+6,364
New +$3.14M 0.54% 46
2023
Q3 		– Sell
-1,368
Closed -$479K – 525
2023
Q2 		$479K Buy
+1,368
New +$445K 0.25% 174

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

Oak Thistle LLC's IT Position: Q2 2026 in Review

Oak Thistle LLC increased its Gartner (IT) stake by 232% in Q2 2026, buying an estimated $1.09M and bringing the position to 10,391 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #280.

Oak Thistle LLC first reported a position in IT in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.67M in Q1 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Oak Thistle LLC held 10,391 shares of Gartner worth $1.35M as of Q2 2026.
  • Oak Thistle LLC bought 7,262 Gartner shares in Q2 2026, an estimated $1.09M.
  • Gartner made up 0.13% of Oak Thistle LLC's portfolio in Q2 2026, its #280 holding.
  • Oak Thistle LLC first reported a position in Gartner in Q2 2023 and has held it in 5 quarters since.
  • Oak Thistle LLC's Gartner position peaked at $2.67M in Q1 2025.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.