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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
Q2 		$1.19M Sell
9,167
-1,752
-16% -$264K 0.01% 903
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

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 Trail Advisors's IT Position: Q2 2026 in Review

Summit Trail Advisors reduced its Gartner (IT) stake by 16% in Q2 2026, selling an estimated $264K and leaving 9,167 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #903.

Summit Trail Advisors first reported a position in IT in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.73M in Q1 2026. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Summit Trail Advisors held 9,167 shares of Gartner worth $1.19M as of Q2 2026.
  • Summit Trail Advisors sold 1,752 Gartner shares in Q2 2026, an estimated $264K.
  • Gartner made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #903 holding.
  • Summit Trail Advisors first reported a position in Gartner in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's Gartner position peaked at $1.73M in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.