PVI
IT icon

Pine Valley Investments’s Gartner IT Stock Holding History

Pine Valley Investments’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 		– Sell
-2,123
Closed -$336K – 625
2026
Q1 		$336K Sell
2,123
-1,239
-37% -$228K 0.02% 446
2025
Q4 		$848K Sell
3,362
-17,238
-84% -$4.15M 0.04% 294
2025
Q3 		$5.42M Buy
20,600
+5,136
+33% +$1.5M 0.27% 95
2025
Q2 		$6.25M Sell
15,464
-606
-4% -$254K 0.35% 81
2025
Q1 		$6.75M Buy
16,070
+414
+3% +$204K 0.41% 67
2024
Q4 		$7.58M Sell
15,656
-1,490
-9% -$768K 0.45% 54
2024
Q3 		$8.69M Buy
17,146
+2,313
+16% +$1.11M 0.53% 42
2024
Q2 		$6.66M Buy
14,833
+2,479
+20% +$1.1M 0.44% 56
2024
Q1 		$5.89M Buy
12,354
+1,135
+10% +$522K 0.4% 59
2023
Q4 		$5.06M Buy
11,219
+3,579
+47% +$1.43M 0.36% 62
2023
Q3 		$2.63M Buy
+7,640
New +$2.67M 0.24% 101

Other funds holding IT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pine Valley Investments's IT Position: Q2 2026 in Review

Pine Valley Investments sold out of Gartner (IT) in Q2 2026, closing a stake of 2,123 shares — an estimated $336K sold.

Pine Valley Investments first reported a position in IT in Q3 2023 and held it in 11 quarters. The position peaked at $8.69M in Q3 2024. 247 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Pine Valley Investments reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Pine Valley Investments sold 2,123 Gartner shares in Q2 2026, an estimated $336K.
  • Pine Valley Investments first reported a position in Gartner in Q3 2023 and held it in 11 quarters.
  • Pine Valley Investments's Gartner position peaked at $8.69M in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.