Sone Capital Management’s Gartner IT Stock Holding History

Sone 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	–	Sell	-15,124	Closed	-$3.82M	–	115
2025 Q4	$3.82M	Buy	+15,124	New	+$3.64M	0.31%	83
2025 Q3	–	Sell	-66,634	Closed	-$26.9M	–	111
2025 Q2	$26.9M	Buy	66,634 +473	+0.7%	+$198K	2.49%	5
2025 Q1	$27.8M	Buy	66,161 +56,831	+609%	+$28M	2.86%	2
2024 Q4	$4.52M	Buy	+9,330	New	+$4.81M	0.57%	73

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sone Capital Management sold out of Gartner (IT) in Q1 2026, closing a stake of 15,124 shares — an estimated $3.82M sold.

Sone Capital Management first reported a position in IT in Q4 2024 and held it in 4 quarters. The position peaked at $27.8M in Q1 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Sone Capital Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Sone Capital Management sold 15,124 Gartner shares in Q1 2026, an estimated $3.82M.
Sone Capital Management first reported a position in Gartner in Q4 2024 and held it in 4 quarters.
Sone Capital Management's Gartner position peaked at $27.8M in Q1 2025.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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