Polen Capital 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
Q1 | $245K | Sell |
1,549
-7,204
| -82% | -$1.33M | ﹤0.01% | 209 |
|
|
2025
Q4 | $2.21M | Sell |
8,753
-531
| -6% | -$128K | 0.01% | 88 |
|
|
2025
Q3 | $2.44M | Sell |
9,284
-769,932
| -99% | -$225M | 0.01% | 89 |
|
|
2025
Q2 | $315M | Sell |
779,216
-56,306
| -7% | -$23.6M | 0.97% | 24 |
|
|
2025
Q1 | $351M | Sell |
835,522
-67,168
| -7% | -$33.1M | 1.1% | 25 |
|
|
2024
Q4 | $437M | Sell |
902,690
-566,700
| -39% | -$292M | 1.18% | 24 |
|
|
2024
Q3 | $745M | Sell |
1,469,390
-181,401
| -11% | -$87.2M | 1.92% | 21 |
|
|
2024
Q2 | $741M | Sell |
1,650,791
-98,038
| -6% | -$43.6M | 1.86% | 20 |
|
|
2024
Q1 | $834M | Sell |
1,748,829
-57,909
| -3% | -$26.7M | 1.92% | 20 |
|
|
2023
Q4 | $815M | Sell |
1,806,738
-108,451
| -6% | -$43.3M | 1.96% | 20 |
|
|
2023
Q3 | $658M | Sell |
1,915,189
-37,666
| -2% | -$13.1M | 1.73% | 21 |
|
|
2023
Q2 | $684M | Sell |
1,952,855
-754,516
| -28% | -$246M | 1.7% | 21 |
|
|
2023
Q1 | $882M | Sell |
2,707,371
-35,728
| -1% | -$11.8M | 2.33% | 19 |
|
|
2022
Q4 | $922M | Sell |
2,743,099
-141,117
| -5% | -$45.5M | 2.69% | 17 |
|
|
2022
Q3 | $798M | Sell |
2,884,216
-111,065
| -4% | -$31.1M | 2.23% | 19 |
|
|
2022
Q2 | $724M | Sell |
2,995,281
-401,917
| -12% | -$107M | 1.91% | 19 |
|
|
2022
Q1 | $1.01B | Sell |
3,397,198
-1,198,522
| -26% | -$347M | 1.97% | 20 |
|
|
2021
Q4 | $1.54B | Buy |
4,595,720
+86,540
| +2% | +$27.8M | 2.58% | 19 |
|
|
2021
Q3 | $1.37B | Sell |
4,509,180
-15,313
| -0.3% | -$4.44M | 2.51% | 20 |
|
|
2021
Q2 | $1.1B | Sell |
4,524,493
-1,797,615
| -28% | -$393M | 2.1% | 21 |
|
|
2021
Q1 | $1.15B | Buy |
6,322,108
+2,201
| +0% | +$383K | 2.59% | 18 |
|
|
2020
Q4 | $1.01B | Buy |
6,319,907
+78,791
| +1% | +$11.4M | 2.35% | 19 |
|
|
2020
Q3 | $780M | Buy |
6,241,116
+128,092
| +2% | +$16.3M | 2.09% | 20 |
|
|
2020
Q2 | $742M | Buy |
6,113,024
+475,596
| +8% | +$55M | 2.24% | 20 |
|
|
2020
Q1 | $561M | Buy |
5,637,428
+308,441
| +6% | +$42.3M | 2.44% | 19 |
|
|
2019
Q4 | $821M | Buy |
5,328,987
+153,981
| +3% | +$23.5M | 3.23% | 14 |
|
|
2019
Q3 | $740M | Buy |
5,175,006
+220,059
| +4% | +$32M | 3.41% | 15 |
|
|
2019
Q2 | $797M | Buy |
4,954,947
+154,604
| +3% | +$24.2M | 3.87% | 15 |
|
|
2019
Q1 | $728M | Buy |
4,800,343
+301,142
| +7% | +$41.8M | 3.81% | 14 |
|
|
2018
Q4 | $575M | Sell |
4,499,201
-993,433
| -18% | -$143M | 3.75% | 14 |
|
|
2018
Q3 | $871M | Buy |
5,492,634
+5,212
| +0.1% | +$756K | 4.96% | 10 |
|
|
2018
Q2 | $729M | Buy |
5,487,422
+93,895
| +2% | +$12M | 4.68% | 12 |
|
|
2018
Q1 | $634M | Buy |
5,393,527
+1,261,318
| +31% | +$158M | 4.5% | 13 |
|
|
2017
Q4 | $509M | Buy |
4,132,209
+60,017
| +1% | +$7.29M | 3.78% | 16 |
|
|
2017
Q3 | $507M | Buy |
4,072,192
+99,243
| +2% | +$12.3M | 4.08% | 16 |
|
|
2017
Q2 | $491M | Buy |
3,972,949
+257,899
| +7% | +$29.9M | 4.29% | 14 |
|
|
2017
Q1 | $401M | Buy |
3,715,050
+279,959
| +8% | +$28.9M | 3.73% | 17 |
|
|
2016
Q4 | $347M | Buy |
3,435,091
+258,452
| +8% | +$25M | 3.82% | 17 |
|
|
2016
Q3 | $281M | Buy |
3,176,639
+97,788
| +3% | +$9.17M | 3.35% | 18 |
|
|
2016
Q2 | $300M | Buy |
3,078,851
+303,499
| +11% | +$28.8M | 3.81% | 17 |
|
|
2016
Q1 | $248M | Buy |
2,775,352
+298,505
| +12% | +$25.2M | 3.4% | 19 |
|
|
2015
Q4 | $225M | Buy |
2,476,847
+232,323
| +10% | +$20.6M | 3.47% | 19 |
|
|
2015
Q3 | $188M | Buy |
2,244,524
+66,539
| +3% | +$5.8M | 3.45% | 16 |
|
|
2015
Q2 | $187M | Sell |
2,177,985
-46,321
| -2% | -$3.97M | 3.62% | 15 |
|
|
2015
Q1 | $187M | Buy |
2,224,306
+90,534
| +4% | +$7.47M | 3.64% | 17 |
|
|
2014
Q4 | $180M | Sell |
2,133,772
-52,764
| -2% | -$4.29M | 3.7% | 14 |
|
|
2014
Q3 | $161M | Sell |
2,186,536
-66,274
| -3% | -$4.82M | 3.61% | 15 |
|
|
2014
Q2 | $159M | Sell |
2,252,810
-115,396
| -5% | -$8.04M | 3.47% | 15 |
|
|
2014
Q1 | $164M | Sell |
2,368,206
-17,674
| -0.7% | -$1.22M | 3.56% | 16 |
|
|
2013
Q4 | $170M | Buy |
2,385,880
+776,440
| +48% | +$49M | 3.75% | 13 |
|
|
2013
Q3 | $96.6M | Sell |
1,609,440
-88,444
| -5% | -$5.21M | 2.22% | 19 |
|
|
2013
Q2 | $96.8M | Buy |
+1,697,884
| New | +$96.4M | 2.3% | 19 |
|
Other funds holding IT
IFP
VCM
VPM
