Rockefeller Capital Management
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Rockefeller Capital Management’s Gartner IT Stock Holding History

Rockefeller Capital Management’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 		$6.04M Buy
38,161
+26,709
+233% +$4.91M 0.01% 852
2025
Q4 		$2.89M Buy
11,452
+264
+2% +$63.5K 0.01% 1094
2025
Q3 		$2.94M Sell
11,188
-1,112
-9% -$324K 0.01% 1009
2025
Q2 		$4.97M Buy
12,300
+735
+6% +$308K 0.01% 790
2025
Q1 		$4.85M Buy
+11,565
New +$5.7M 0.01% 749
2024
Q2 		– Sell
-14,117
Closed -$6.73M – 1684
2024
Q1 		$6.73M Sell
14,117
-928
-6% -$427K 0.02% 609
2023
Q4 		$6.79M Buy
15,045
+237
+2% +$94.7K 0.02% 561
2023
Q3 		$5.09M Buy
14,808
+106
+0.7% +$37K 0.02% 570
2023
Q2 		$5.15M Buy
14,702
+2,786
+23% +$907K 0.02% 588
2023
Q1 		$3.88M Buy
11,916
+7,939
+200% +$2.62M 0.02% 627
2022
Q4 		$1.33M Buy
3,977
+187
+5% +$60.3K 0.01% 901
2022
Q3 		$1.05M Buy
3,790
+984
+35% +$276K 0.01% 992
2022
Q2 		$677K Sell
2,806
-2,300
-45% -$612K ﹤0.01% 1146
2022
Q1 		$1.52M Sell
5,106
-1,294
-20% -$375K 0.01% 905
2021
Q4 		$2.14M Buy
6,400
+631
+11% +$203K 0.01% 771
2021
Q3 		$1.75M Buy
5,769
+3,919
+212% +$1.14M 0.01% 801
2021
Q2 		$447K Sell
1,850
-563
-23% -$123K ﹤0.01% 1237
2021
Q1 		$439K Buy
2,413
+1,225
+103% +$213K ﹤0.01% 1063
2020
Q4 		$189K Buy
1,188
+950
+399% +$137K ﹤0.01% 1215
2020
Q3 		$29K Buy
238
+110
+86% +$14K ﹤0.01% 1666
2020
Q2 		$16K Buy
128
+80
+167% +$9.24K ﹤0.01% 1745
2020
Q1 		$5K Sell
48
-339
-88% -$46.4K ﹤0.01% 1955
2019
Q4 		$60K Buy
387
+322
+495% +$49.2K ﹤0.01% 1104
2019
Q3 		$9K Buy
65
+30
+86% +$4.36K ﹤0.01% 1458
2019
Q2 		$6K Sell
35
-245
-88% -$38.3K ﹤0.01% 1396
2019
Q1 		$42K Buy
+280
New +$38.9K ﹤0.01% 968

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VCM
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VPM
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AQR Capital Management
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State Street
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Harris Associates
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rockefeller Capital Management's IT Position: Q1 2026 in Review

Rockefeller Capital Management increased its Gartner (IT) stake by 233% in Q1 2026, buying an estimated $4.91M and bringing the position to 38,161 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #852.

Rockefeller Capital Management first reported a position in IT in Q1 2019 and has held it in 26 quarters since. The position peaked at $6.79M in Q4 2023. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Rockefeller Capital Management held 38,161 shares of Gartner worth $6.04M as of Q1 2026.
  • Rockefeller Capital Management bought 26,709 Gartner shares in Q1 2026, an estimated $4.91M.
  • Gartner made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #852 holding.
  • Rockefeller Capital Management first reported a position in Gartner in Q1 2019 and has held it in 26 quarters since.
  • Rockefeller Capital Management's Gartner position peaked at $6.79M in Q4 2023.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.