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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

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

Summit Securities Group's IT Position: Q1 2026 in Review

Summit Securities Group reduced its Gartner (IT) stake by 89% in Q1 2026, selling an estimated $17.5K and leaving 12 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Summit Securities Group first reported a position in IT in Q1 2022 and has held it in 10 quarters since. The position peaked at $114K in Q3 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Summit Securities Group held 12 shares of Gartner worth $1.9K as of Q1 2026.
  • Summit Securities Group sold 95 Gartner shares in Q1 2026, an estimated $17.5K.
  • Gartner made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #946 holding.
  • Summit Securities Group first reported a position in Gartner in Q1 2022 and has held it in 10 quarters since.
  • Summit Securities Group's Gartner position peaked at $114K in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.