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Summit Securities Group’s Gartner IT Stock Holding History

Summit Securities Group’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
2020
Q1 		– Sell
-200
Closed -$734K – 379
2019
Q4 		$734K Buy
+200
New +$30.5K 0.06% 245

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

Summit Securities Group's IT Position: Q2 2026 in Review

Summit Securities Group increased its Gartner (IT) stake by 33% in Q2 2026, buying an estimated $602 and bringing the position to 16 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Summit Securities Group first reported a position in IT in Q1 2022 and has held it in 11 quarters since. The position peaked at $114K in Q3 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Summit Securities Group held 16 shares of Gartner worth $2.07K as of Q2 2026.
  • Summit Securities Group bought 4 Gartner shares in Q2 2026, an estimated $602.
  • Gartner made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1086 holding.
  • Summit Securities Group first reported a position in Gartner in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's Gartner position peaked at $114K in Q3 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.