SPC
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Spirepoint Private Client’s Gartner IT Stock Holding History

Spirepoint Private Client’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
-978
Closed -$247K – 336
2025
Q4 		$247K Sell
978
-244
-20% -$58.7K 0.02% 271
2025
Q3 		$321K Sell
1,222
-190
-13% -$55.4K 0.03% 211
2025
Q2 		$571K Buy
1,412
+43
+3% +$18K 0.06% 148
2025
Q1 		$575K Sell
1,369
-1,039
-43% -$512K 0.08% 125
2024
Q4 		$1.17M Sell
2,408
-215
-8% -$111K 0.15% 90
2024
Q3 		$1.33M Sell
2,623
-11
-0.4% -$5.29K 0.18% 79
2024
Q2 		$1.18M Sell
2,634
-1
-0% -$445 0.17% 84
2024
Q1 		$1.26M Buy
+2,635
New +$1.21M 0.19% 76

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spirepoint Private Client's IT Position: Q1 2026 in Review

Spirepoint Private Client sold out of Gartner (IT) in Q1 2026, closing a stake of 978 shares — an estimated $247K sold.

Spirepoint Private Client first reported a position in IT in Q1 2024 and held it in 8 quarters. The position peaked at $1.33M in Q3 2024. 716 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Spirepoint Private Client reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Spirepoint Private Client sold 978 Gartner shares in Q1 2026, an estimated $247K.
  • Spirepoint Private Client first reported a position in Gartner in Q1 2024 and held it in 8 quarters.
  • Spirepoint Private Client's Gartner position peaked at $1.33M in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.