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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
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

Shade Tree Advisors's IT Position: Q1 2026 in Review

Shade Tree Advisors held its Gartner (IT) position steady in Q1 2026 at 3,740 shares worth $592K. The position accounts for 0.42% of the portfolio, ranked #17.

Shade Tree Advisors first reported a position in IT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2025. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Shade Tree Advisors held 3,740 shares of Gartner worth $592K as of Q1 2026.
  • Shade Tree Advisors left its Gartner share count unchanged in Q1 2026.
  • Gartner made up 0.42% of Shade Tree Advisors's portfolio in Q1 2026, its #17 holding.
  • Shade Tree Advisors first reported a position in Gartner in Q2 2025 and has held it in 4 quarters since.
  • Shade Tree Advisors's Gartner position peaked at $1.51M in Q2 2025.
  • 713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Shade Tree Advisors's 13F filing for Q1 2026, filed 12 May 2026.