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O'Shaughnessy Asset Management’s Gartner IT Stock Holding History

O'Shaughnessy 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's IT Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Gartner (IT) stake by 7.2% in Q1 2026, selling an estimated $56.7K and leaving 3,993 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

O'Shaughnessy Asset Management first reported a position in IT in Q4 2014 and has held it in 29 quarters since. The position peaked at $63.1M in Q1 2022. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • O'Shaughnessy Asset Management held 3,993 shares of Gartner worth $632K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 308 Gartner shares in Q1 2026, an estimated $56.7K.
  • Gartner made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1415 holding.
  • O'Shaughnessy Asset Management first reported a position in Gartner in Q4 2014 and has held it in 29 quarters since.
  • O'Shaughnessy Asset Management's Gartner position peaked at $63.1M in Q1 2022.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.