&Partners’s Gartner IT Stock Holding History

&Partners’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	$1.7M	Buy	10,729 +2,107	+24%	+$388K	0.01%	991
2025 Q4	$2.18M	Buy	8,622 +1,736	+25%	+$418K	0.01%	820
2025 Q3	$1.83M	Sell	6,886 -917	-12%	-$267K	0.01%	798
2025 Q2	$3.15M	Buy	7,803 +1,238	+19%	+$518K	0.02%	495
2025 Q1	$2.75M	Sell	6,565 -287	-4%	-$141K	0.03%	440
2024 Q4	$3.33M	Buy	6,852 +2,465	+56%	+$1.27M	0.04%	358
2024 Q3	$2.22M	Buy	4,387 +2,105	+92%	+$1.01M	0.04%	348
2024 Q2	$1.02M	Buy	+2,282	New	+$1.02M	0.04%	342

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's IT Position: Q1 2026 in Review

&Partners increased its Gartner (IT) stake by 24% in Q1 2026, buying an estimated $388K and bringing the position to 10,729 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #991.

&Partners first reported a position in IT in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.33M in Q4 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

&Partners held 10,729 shares of Gartner worth $1.7M as of Q1 2026.
&Partners bought 2,107 Gartner shares in Q1 2026, an estimated $388K.
Gartner made up 0.01% of &Partners's portfolio in Q1 2026, its #991 holding.
&Partners first reported a position in Gartner in Q2 2024 and has held it in 8 quarters since.
&Partners's Gartner position peaked at $3.33M in Q4 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.