O'Shaughnessy Asset Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $686K | Buy |
5,294
+1,301
| +33% | +$196K | ﹤0.01% | 1446 |
|
|
2026
Q1 | $632K | Sell |
3,993
-308
| -7% | -$56.7K | ﹤0.01% | 1415 |
|
|
2025
Q4 | $1.09M | Sell |
4,301
-4,907
| -53% | -$1.18M | 0.01% | 1102 |
|
|
2025
Q3 | $2.42M | Sell |
9,208
-6,712
| -42% | -$1.96M | 0.01% | 743 |
|
|
2025
Q2 | $6.44M | Sell |
15,920
-944
| -6% | -$395K | 0.04% | 409 |
|
|
2025
Q1 | $7.08M | Buy |
16,864
+869
| +5% | +$428K | 0.06% | 348 |
|
|
2024
Q4 | $7.75M | Buy |
15,995
+270
| +2% | +$139K | 0.07% | 306 |
|
|
2024
Q3 | $8.29M | Sell |
15,725
-51
| -0.3% | -$24.5K | 0.07% | 286 |
|
|
2024
Q2 | $7.08M | Sell |
15,776
-83
| -0.5% | -$36.9K | 0.07% | 289 |
|
|
2024
Q1 | $7.56M | Buy |
15,859
+2,960
| +23% | +$1.36M | 0.08% | 268 |
|
|
2023
Q4 | $5.82M | Sell |
12,899
-1,791
| -12% | -$715K | 0.08% | 280 |
|
|
2023
Q3 | $5.05M | Buy |
14,690
+842
| +6% | +$294K | 0.08% | 283 |
|
|
2023
Q2 | $4.85M | Sell |
13,848
-5,952
| -30% | -$1.94M | 0.07% | 276 |
|
|
2023
Q1 | $6.45M | Sell |
19,800
-85,362
| -81% | -$28.2M | 0.1% | 227 |
|
|
2022
Q4 | $35.3M | Sell |
105,162
-79,474
| -43% | -$25.6M | 0.58% | 39 |
|
|
2022
Q3 | $51.1M | Sell |
184,636
-31,255
| -14% | -$8.76M | 0.96% | 14 |
|
|
2022
Q2 | $52.2M | Buy |
215,891
+3,882
| +2% | +$1.03M | 0.96% | 17 |
|
|
2022
Q1 | $63.1M | Buy |
212,009
+70,174
| +49% | +$20.3M | 1.05% | 14 |
|
|
2021
Q4 | $47.4M | Buy |
141,835
+88,044
| +164% | +$28.3M | 0.84% | 23 |
|
|
2021
Q3 | $16.4M | Buy |
53,791
+40,261
| +298% | +$11.7M | 0.33% | 83 |
|
|
2021
Q2 | $3.28M | Buy |
13,530
+13,278
| +5,269% | +$2.9M | 0.07% | 232 |
|
|
2021
Q1 | $46K | Buy |
252
+25
| +11% | +$4.35K | ﹤0.01% | 1424 |
|
|
2020
Q4 | $36K | Buy |
227
+20
| +10% | +$2.88K | ﹤0.01% | 1315 |
|
|
2020
Q3 | $26K | Buy |
207
+200
| +2,857% | +$25.4K | ﹤0.01% | 1212 |
|
|
2020
Q2 | $1K | Buy |
+7
| New | +$809 | ﹤0.01% | 1610 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 1531 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | +$458 | ﹤0.01% | 1852 |
|
|
2015
Q4 | – | Sell |
-1,330
| Closed | -$112K | – | 953 |
|
|
2015
Q3 | $112K | Hold |
1,330
| – | – | ﹤0.01% | 557 |
|
|
2015
Q2 | $114K | Hold |
1,330
| – | – | ﹤0.01% | 577 |
|
|
2015
Q1 | $111K | Buy |
1,330
+427
| +47% | +$35.2K | ﹤0.01% | 574 |
|
|
2014
Q4 | $76K | Buy |
+903
| New | +$73.4K | ﹤0.01% | 614 |
|
Other funds holding IT
IFP
O'Shaughnessy Asset Management's IT Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its Gartner (IT) stake by 33% in Q2 2026, buying an estimated $196K and bringing the position to 5,294 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.
O'Shaughnessy Asset Management first reported a position in IT in Q4 2014 and has held it in 30 quarters since. The position peaked at $63.1M in Q1 2022. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.
- O'Shaughnessy Asset Management held 5,294 shares of Gartner worth $686K as of Q2 2026.
- O'Shaughnessy Asset Management bought 1,301 Gartner shares in Q2 2026, an estimated $196K.
- Gartner made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1446 holding.
- O'Shaughnessy Asset Management first reported a position in Gartner in Q4 2014 and has held it in 30 quarters since.
- O'Shaughnessy Asset Management's Gartner position peaked at $63.1M in Q1 2022.
- 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.