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Shelton Capital Management’s Gartner IT Stock Holding History

Shelton 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 		$1.32M Hold
8,321
– – 0.03% 253
2025
Q4 		$2.1M Hold
8,321
– – 0.04% 219
2025
Q3 		$2.19M Hold
8,321
– – 0.05% 207
2025
Q2 		$3.36M Sell
8,321
-14
-0.2% -$5.86K 0.08% 186
2025
Q1 		$3.5M Hold
8,335
– – 0.08% 184
2024
Q4 		$4.04M Sell
8,335
-1,026
-11% -$529K 0.1% 171
2024
Q3 		$4.74M Buy
9,361
+3,600
+62% +$1.73M 0.12% 158
2024
Q2 		$2.59M Sell
5,761
-2,000
-26% -$890K 0.07% 220
2024
Q1 		$3.7M Buy
7,761
+2,000
+35% +$920K 0.11% 196
2023
Q4 		$2.6M Buy
5,761
+2,253
+64% +$900K 0.08% 222
2023
Q3 		$1.21M Sell
3,508
-3,300
-48% -$1.15M 0.04% 258
2023
Q2 		$2.38M Buy
+6,808
New +$2.22M 0.09% 220
2017
Q2 		– Sell
-6,196
Closed -$669K – 872
2017
Q1 		$669K Buy
6,196
+1,629
+36% +$168K 0.05% 293
2016
Q4 		$462K Hold
4,567
– – 0.04% 386
2016
Q3 		$404K Sell
4,567
-4,152
-48% -$389K 0.03% 454
2016
Q2 		$849K Hold
8,719
– – 0.07% 224
2016
Q1 		$779K Hold
8,719
– – 0.07% 246
2015
Q4 		$791K Hold
8,719
– – 0.08% 229
2015
Q3 		$732K Hold
8,719
– – 0.08% 233
2015
Q2 		$748K Hold
8,719
– – 0.08% 239
2015
Q1 		$731K Sell
8,719
-445
-5% -$36.7K 0.08% 255
2014
Q4 		$772K Sell
9,164
-1,097
-11% -$89.1K 0.09% 226
2014
Q3 		$754K Hold
10,261
– – 0.1% 208
2014
Q2 		$724K Hold
10,261
– – 0.1% 217
2014
Q1 		$713K Hold
10,261
– – 0.1% 200
2013
Q4 		$729K Hold
10,261
– – 0.11% 193
2013
Q3 		$616K Hold
10,261
– – 0.1% 220
2013
Q2 		$585K Buy
+10,261
New +$582K 0.11% 204

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

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

Shelton Capital Management held its Gartner (IT) position steady in Q1 2026 at 8,321 shares worth $1.32M. The position accounts for 0.03% of the portfolio, ranked #253.

Shelton Capital Management first reported a position in IT in Q2 2013 and has held it in 28 quarters since. The position peaked at $4.74M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Shelton Capital Management held 8,321 shares of Gartner worth $1.32M as of Q1 2026.
  • Shelton Capital Management left its Gartner share count unchanged in Q1 2026.
  • Gartner made up 0.03% of Shelton Capital Management's portfolio in Q1 2026, its #253 holding.
  • Shelton Capital Management first reported a position in Gartner in Q2 2013 and has held it in 28 quarters since.
  • Shelton Capital Management's Gartner position peaked at $4.74M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.