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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
Q2 		$912K Buy
7,038
+70
+1% +$10.5K 0.01% 815
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

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Principal Securities's IT Position: Q2 2026 in Review

Principal Securities increased its Gartner (IT) stake by 1% in Q2 2026, buying an estimated $10.5K and bringing the position to 7,038 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #815.

Principal Securities first reported a position in IT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.67M in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Principal Securities held 7,038 shares of Gartner worth $912K as of Q2 2026.
  • Principal Securities bought 70 Gartner shares in Q2 2026, an estimated $10.5K.
  • Gartner made up 0.01% of Principal Securities's portfolio in Q2 2026, its #815 holding.
  • Principal Securities first reported a position in Gartner in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Gartner position peaked at $1.67M in Q3 2024.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.