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 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

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

Steph & Co's IT Position: Q1 2026 in Review

Steph & Co sold out of Gartner (IT) in Q1 2026, closing a stake of 534 shares — an estimated $135K sold.

Steph & Co first reported a position in IT in Q2 2025 and held it in 3 quarters. The position peaked at $135K in Q4 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Steph & Co reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Steph & Co sold 534 Gartner shares in Q1 2026, an estimated $135K.
Steph & Co first reported a position in Gartner in Q2 2025 and held it in 3 quarters.
Steph & Co's Gartner position peaked at $135K in Q4 2025.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Steph & Co's 13F filing for Q1 2026, filed 17 Apr 2026.