SGA
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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
Q2 		– Sell
-20,983
Closed -$3.32M – 140
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

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Strategic Global Advisors's IT Position: Q2 2026 in Review

Strategic Global Advisors sold out of Gartner (IT) in Q2 2026, closing a stake of 20,983 shares — an estimated $3.32M sold.

Strategic Global Advisors first reported a position in IT in Q2 2022 and held it in 16 quarters. The position peaked at $8.97M in Q3 2023. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Strategic Global Advisors reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Strategic Global Advisors sold 20,983 Gartner shares in Q2 2026, an estimated $3.32M.
  • Strategic Global Advisors first reported a position in Gartner in Q2 2022 and held it in 16 quarters.
  • Strategic Global Advisors's Gartner position peaked at $8.97M in Q3 2023.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Strategic Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.