Roberts, Glore & Co’s Gartner IT Stock Holding History

Roberts, Glore & Co’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	-3,819	Closed	-$963K	–	229
2025 Q4	$963K	Buy	3,819 +2,231	+140%	+$537K	0.26%	86
2025 Q3	$417K	Buy	+1,588	New	+$463K	0.11%	148

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

Roberts, Glore & Co's IT Position: Q1 2026 in Review

Roberts, Glore & Co sold out of Gartner (IT) in Q1 2026, closing a stake of 3,819 shares — an estimated $963K sold.

Roberts, Glore & Co first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $963K in Q4 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Roberts, Glore & Co reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Roberts, Glore & Co sold 3,819 Gartner shares in Q1 2026, an estimated $963K.
Roberts, Glore & Co first reported a position in Gartner in Q3 2025 and held it in 2 quarters.
Roberts, Glore & Co's Gartner position peaked at $963K in Q4 2025.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.