Permanent Capital Management’s Gartner IT Stock Holding History

Permanent Capital 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	–	Sell	-955	Closed	-$241K	–	164
2025 Q4	$241K	Buy	955 +3	+0.3%	+$722	0.05%	127
2025 Q3	$250K	Buy	+952	New	+$278K	0.05%	126
2025 Q1	$315K	Buy	751 +6	+0.8%	+$2.96K	0.09%	53
2024 Q4	$361K	Buy	+745	New	+$384K	0.11%	42
2024 Q2	$301K	Buy	+745	New	+$331K	0.06%	109

Other funds holding IT

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Permanent Capital Management's IT Position: Q1 2026 in Review

Permanent Capital Management sold out of Gartner (IT) in Q1 2026, closing a stake of 955 shares — an estimated $241K sold.

Permanent Capital Management first reported a position in IT in Q2 2024 and held it in 5 quarters. The position peaked at $361K in Q4 2024. 715 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Permanent Capital Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Permanent Capital Management sold 955 Gartner shares in Q1 2026, an estimated $241K.
Permanent Capital Management first reported a position in Gartner in Q2 2024 and held it in 5 quarters.
Permanent Capital Management's Gartner position peaked at $361K in Q4 2024.
715 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.