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Steph & Co’s Gartner IT Stock Holding History

Steph & Co’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
Q3 		$82.8K Buy
+444
New +$75.7K 0.02% 148
2026
Q1 		– Sell
-534
Closed -$135K – 312
2025
Q4 		$135K Buy
534
+203
+61% +$48.9K 0.04% 125
2025
Q3 		$87K Buy
331
+32
+11% +$9.33K 0.03% 151
2025
Q2 		$121K Buy
+299
New +$125K 0.04% 125

Other funds holding IT

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Investment Management
Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return
Crown Oak Advisors
Crown Oak Advisors Piedmont, California $212M AUM 8.83% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Steph & Co's IT Position: Q3 2026 in Review

Steph & Co opened a new position in Gartner (IT) in Q3 2026: 444 shares worth $82.8K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings. This is a return to the name: Steph & Co previously reported a position in IT as recently as Q4 2025.

Steph & Co first reported a position in IT in Q2 2025 and has held it in 4 quarters since. The position peaked at $135K in Q4 2025. 98 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Steph & Co held 444 shares of Gartner worth $82.8K as of Q3 2026.
  • Gartner was a new Steph & Co position in Q3 2026.
  • Gartner made up 0.02% of Steph & Co's portfolio in Q3 2026, its #148 holding.
  • Steph & Co first reported a position in Gartner in Q2 2025 and has held it in 4 quarters since.
  • Steph & Co's Gartner position peaked at $135K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.