OFI Invest Asset Management’s Gartner IT Stock Holding History

OFI Invest Asset Management’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	$374K	Buy	2,883 +333	+13%	+$50.2K	﹤0.01%	325
2026 Q1	$404K	Buy	2,550 +916	+56%	+$169K	0.01%	294
2025 Q4	$382K	Buy	1,634 +1,309	+403%	+$315K	0.01%	299
2025 Q3	$72.7K	Buy	325 +79	+32%	+$23K	﹤0.01%	292
2025 Q2	$84.7K	Sell	246 -6,701	-96%	-$2.8M	﹤0.01%	276
2025 Q1	$2.7M	Sell	6,947 -137	-2%	-$67.5K	0.07%	125
2024 Q4	$3.31M	Buy	+7,084	New	+$3.65M	0.08%	121
2024 Q2	$2.96M	Buy	7,071 +7,003	+10,299%	+$3.12M	0.08%	123
2024 Q1	$30K	Sell	68 -7	-9%	-$3.22K	﹤0.01%	247
2023 Q4	$30.6K	Sell	75 -2	-3%	-$799	﹤0.01%	192
2023 Q3	$25K	Buy	+77	New	+$26.9K	﹤0.01%	213

Other funds holding IT

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

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

OFI Invest Asset Management's IT Position: Q2 2026 in Review

OFI Invest Asset Management increased its Gartner (IT) stake by 13% in Q2 2026, buying an estimated $50.2K and bringing the position to 2,883 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

OFI Invest Asset Management first reported a position in IT in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.31M in Q4 2024. 329 funds tracked by Wall St. Rank hold IT as of Q2 2026.

OFI Invest Asset Management held 2,883 shares of Gartner worth $374K as of Q2 2026.
OFI Invest Asset Management bought 333 Gartner shares in Q2 2026, an estimated $50.2K.
Gartner made up ﹤0.01% of OFI Invest Asset Management's portfolio in Q2 2026, its #325 holding.
OFI Invest Asset Management first reported a position in Gartner in Q3 2023 and has held it in 11 quarters since.
OFI Invest Asset Management's Gartner position peaked at $3.31M in Q4 2024.
329 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.