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Strategic Global Advisors’s Gartner IT Stock Holding History

Strategic Global Advisors’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 		$3.32M Sell
20,983
-270
-1% -$49.7K 0.53% 60
2025
Q4 		$5.36M Buy
21,253
+11,448
+117% +$2.76M 0.83% 37
2025
Q3 		$2.58M Sell
9,805
-100
-1% -$29.2K 0.39% 73
2025
Q2 		$4M Buy
9,905
+593
+6% +$248K 0.65% 51
2025
Q1 		$3.91M Sell
9,312
-340
-4% -$168K 0.77% 44
2024
Q4 		$4.68M Buy
9,652
+392
+4% +$202K 0.85% 34
2024
Q3 		$4.69M Sell
9,260
-90
-1% -$43.3K 0.92% 36
2024
Q2 		$4.2M Buy
9,350
+181
+2% +$80.5K 0.88% 34
2024
Q1 		$4.37M Sell
9,169
-6,221
-40% -$2.86M 0.94% 36
2023
Q4 		$6.94M Sell
15,390
-10,706
-41% -$4.28M 1.59% 16
2023
Q3 		$8.97M Buy
26,096
+9,110
+54% +$3.18M 1.49% 19
2023
Q2 		$5.95M Buy
16,986
+10,418
+159% +$3.39M 0.92% 38
2023
Q1 		$2.14M Sell
6,568
-1,742
-21% -$576K 0.34% 86
2022
Q4 		$2.79M Sell
8,310
-146
-2% -$47.1K 0.45% 79
2022
Q3 		$2.34M Sell
8,456
-229
-3% -$64.2K 0.39% 86
2022
Q2 		$2.1M Buy
+8,685
New +$2.31M 0.32% 96

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

Strategic Global Advisors's IT Position: Q1 2026 in Review

Strategic Global Advisors reduced its Gartner (IT) stake by 1.3% in Q1 2026, selling an estimated $49.7K and leaving 20,983 shares worth $3.32M. The position accounts for 0.53% of the portfolio, ranked #60.

Strategic Global Advisors first reported a position in IT in Q2 2022 and has held it in 16 quarters since. The position peaked at $8.97M in Q3 2023. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Strategic Global Advisors held 20,983 shares of Gartner worth $3.32M as of Q1 2026.
  • Strategic Global Advisors sold 270 Gartner shares in Q1 2026, an estimated $49.7K.
  • Gartner made up 0.53% of Strategic Global Advisors's portfolio in Q1 2026, its #60 holding.
  • Strategic Global Advisors first reported a position in Gartner in Q2 2022 and has held it in 16 quarters since.
  • Strategic Global Advisors's Gartner position peaked at $8.97M in Q3 2023.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.