Oakworth Capital’s Gartner IT Stock Holding History

Oakworth Capital’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	$1.74K	Hold	13	–	–	﹤0.01%	868
2026 Q1	$2.06K	Hold	13	–	–	﹤0.01%	792
2025 Q4	$3.28K	Hold	13	–	–	﹤0.01%	770
2025 Q3	$3.42K	Hold	13	–	–	﹤0.01%	716
2025 Q2	$5.25K	Hold	13	–	–	﹤0.01%	532
2025 Q1	$5.46K	Hold	13	–	–	﹤0.01%	572
2024 Q4	$6.3K	Sell	13 -2	-13%	-$1.03K	﹤0.01%	537
2024 Q3	$7.6K	Hold	15	–	–	﹤0.01%	526
2024 Q2	$6.74K	Hold	15	–	–	﹤0.01%	524
2024 Q1	$7.15K	Hold	15	–	–	﹤0.01%	495
2023 Q4	$6.77K	Hold	15	–	–	﹤0.01%	516
2023 Q3	$5.15K	Hold	15	–	–	﹤0.01%	498
2023 Q2	$5.25K	Hold	15	–	–	﹤0.01%	535
2023 Q1	$4.89K	Hold	15	–	–	﹤0.01%	500
2022 Q4	$5.04K	Buy	+15	New	+$4.84K	﹤0.01%	481

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 $3.38T AUM 44.17% 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

Oakworth Capital's IT Position: Q2 2026 in Review

Oakworth Capital held its Gartner (IT) position steady in Q2 2026 at 13 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Oakworth Capital first reported a position in IT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.6K in Q3 2024. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Oakworth Capital held 13 shares of Gartner worth $1.74K as of Q2 2026.
Oakworth Capital left its Gartner share count unchanged in Q2 2026.
Gartner made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #868 holding.
Oakworth Capital first reported a position in Gartner in Q4 2022 and has held it in 15 quarters since.
Oakworth Capital's Gartner position peaked at $7.6K in Q3 2024.
653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.