Principal Securities’s Gartner IT Stock Holding History

Principal Securities’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	$1.1M	Buy	+6,968	New	+$1.28M	0.02%	701
2025 Q4	–	Sell	-194	Closed	-$51K	–	2452
2025 Q3	$51K	Sell	194 -832	-81%	-$243K	﹤0.01%	1935
2025 Q2	$415K	Sell	1,026 -1,094	-52%	-$458K	0.01%	928
2025 Q1	$1.03M	Hold	2,120	–	–	0.02%	545
2024 Q4	$1.03M	Sell	2,120 -1,171	-36%	-$604K	0.02%	543
2024 Q3	$1.67M	Buy	3,291 +1,352	+70%	+$650K	0.04%	405
2024 Q2	$871K	Buy	1,939 +206	+12%	+$91.7K	0.02%	511
2024 Q1	$826K	Buy	1,733 +166	+11%	+$76.4K	0.03%	503
2023 Q4	$707K	Buy	+1,567	New	+$626K	0.03%	497

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

Principal Securities's IT Position: Q1 2026 in Review

Principal Securities opened a new position in Gartner (IT) in Q1 2026: 6,968 shares worth $1.1M. The stake represents 0.02% of the portfolio and ranks #701 among its holdings. This is a return to the name: Principal Securities previously reported a position in IT as recently as Q3 2025.

Principal Securities first reported a position in IT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Principal Securities held 6,968 shares of Gartner worth $1.1M as of Q1 2026.
Gartner was a new Principal Securities position in Q1 2026.
Gartner made up 0.02% of Principal Securities's portfolio in Q1 2026, its #701 holding.
Principal Securities first reported a position in Gartner in Q4 2023 and has held it in 9 quarters since.
Principal Securities's Gartner position peaked at $1.67M in Q3 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.