Shade Tree Advisors
IT icon

Shade Tree Advisors’s Gartner IT Stock Holding History

Shade Tree Advisors’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
Q3 		$698K Hold
3,740
– – 0.37% 27
2026
Q2 		$485K Hold
3,740
– – 0.28% 23
2026
Q1 		$592K Hold
3,740
– – 0.42% 17
2025
Q4 		$944K Hold
3,740
– – 0.72% 11
2025
Q3 		$983K Hold
3,740
– – 0.85% 10
2025
Q2 		$1.51M Buy
+3,740
New +$1.56M 1.32% 8

Other funds holding IT

BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Hiddenite Capital Partners
Hiddenite Capital Partners New York $562M AUM 57.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Investment Management
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

Shade Tree Advisors's IT Position: Q3 2026 in Review

Shade Tree Advisors held its Gartner (IT) position steady in Q3 2026 at 3,740 shares worth $698K. The position accounts for 0.37% of the portfolio, ranked #27.

Shade Tree Advisors first reported a position in IT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q2 2025. 194 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Shade Tree Advisors held 3,740 shares of Gartner worth $698K as of Q3 2026.
  • Shade Tree Advisors left its Gartner share count unchanged in Q3 2026.
  • Gartner made up 0.37% of Shade Tree Advisors's portfolio in Q3 2026, its #27 holding.
  • Shade Tree Advisors first reported a position in Gartner in Q2 2025 and has held it in 6 quarters since.
  • Shade Tree Advisors's Gartner position peaked at $1.51M in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.