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 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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Shade Tree Advisors's IT Position: Q2 2026 in Review

Shade Tree Advisors held its Gartner (IT) position steady in Q2 2026 at 3,740 shares worth $485K. The position accounts for 0.28% of the portfolio, ranked #23.

Shade Tree Advisors first reported a position in IT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Shade Tree Advisors held 3,740 shares of Gartner worth $485K as of Q2 2026.
Shade Tree Advisors left its Gartner share count unchanged in Q2 2026.
Gartner made up 0.28% of Shade Tree Advisors's portfolio in Q2 2026, its #23 holding.
Shade Tree Advisors first reported a position in Gartner in Q2 2025 and has held it in 5 quarters since.
Shade Tree Advisors's Gartner position peaked at $1.51M in Q2 2025.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Shade Tree Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.