STA
IT icon

Summit Trail Advisors’s Gartner IT Stock Holding History

Summit Trail 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 		$1.73M Buy
10,919
+5,292
+94% +$974K 0.02% 635
2025
Q4 		$1.42M Buy
5,627
+129
+2% +$31K 0.02% 620
2025
Q3 		$1.45M Buy
+5,498
New +$1.6M 0.02% 618
2024
Q4 		– Sell
-947
Closed -$480K – 564
2024
Q3 		$480K Buy
947
+70
+8% +$33.7K 0.01% 402
2024
Q2 		$394K Sell
877
-12
-1% -$5.34K 0.01% 419
2024
Q1 		$424K Buy
889
+282
+46% +$130K 0.01% 375
2023
Q4 		$274K Sell
607
-38
-6% -$15.2K 0.01% 420
2023
Q3 		$222K Buy
645
+14
+2% +$4.88K 0.01% 474
2023
Q2 		$221K Buy
+631
New +$205K 0.01% 457
2018
Q2 		– Sell
-4,342
Closed -$453K – 561
2018
Q1 		$453K Buy
4,342
+443
+11% +$55.3K 0.08% 220
2017
Q4 		$538K Buy
+3,899
New +$473K 0.07% 221

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 Trail Advisors's IT Position: Q1 2026 in Review

Summit Trail Advisors increased its Gartner (IT) stake by 94% in Q1 2026, buying an estimated $974K and bringing the position to 10,919 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #635.

Summit Trail Advisors first reported a position in IT in Q4 2017 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Summit Trail Advisors held 10,919 shares of Gartner worth $1.73M as of Q1 2026.
  • Summit Trail Advisors bought 5,292 Gartner shares in Q1 2026, an estimated $974K.
  • Gartner made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #635 holding.
  • Summit Trail Advisors first reported a position in Gartner in Q4 2017 and has held it in 11 quarters since.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.