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Rothschild Investment LLC’s Gartner IT Stock Holding History

Rothschild Investment LLC’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 		$1.67M Buy
12,913
+8,164
+172% +$1.23M 0.06% 284
2026
Q1 		$752K Buy
4,749
+4,143
+684% +$762K 0.04% 319
2025
Q4 		$153K Buy
606
+351
+138% +$84.5K 0.01% 703
2025
Q3 		$67K Buy
255
+62
+32% +$18.1K ﹤0.01% 913
2025
Q2 		$78K Sell
193
-27
-12% -$11.3K ﹤0.01% 691
2025
Q1 		$92.3K Sell
220
-13
-6% -$6.41K 0.01% 646
2024
Q4 		$113K Buy
233
+3
+1% +$1.55K 0.01% 610
2024
Q3 		$117K Buy
230
+20
+10% +$9.62K 0.01% 617
2024
Q2 		$94.3K Buy
210
+42
+25% +$18.7K 0.01% 633
2024
Q1 		$80.1K Buy
168
+6
+4% +$2.76K 0.01% 639
2023
Q4 		$73.1K Buy
+162
New +$64.7K 0.01% 596

Other funds holding IT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rothschild Investment LLC's IT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Gartner (IT) stake by 172% in Q2 2026, buying an estimated $1.23M and bringing the position to 12,913 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #284.

Rothschild Investment LLC first reported a position in IT in Q4 2023 and has held it in 11 quarters since. 275 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Rothschild Investment LLC held 12,913 shares of Gartner worth $1.67M as of Q2 2026.
  • Rothschild Investment LLC bought 8,164 Gartner shares in Q2 2026, an estimated $1.23M.
  • Gartner made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #284 holding.
  • Rothschild Investment LLC first reported a position in Gartner in Q4 2023 and has held it in 11 quarters since.
  • 275 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.