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Sunbelt Securities’s Gartner IT Stock Holding History

Sunbelt Securities’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 		$31.2K Hold
197
– – ﹤0.01% 1161
2025
Q4 		$49.7K Sell
197
-100
-34% -$24.1K ﹤0.01% 997
2025
Q3 		$78.1K Buy
297
+14
+5% +$4.08K 0.01% 894
2025
Q2 		$137K Sell
283
-20
-7% -$8.37K 0.01% 682
2025
Q1 		$127K Buy
303
+20
+7% +$9.86K 0.01% 676
2024
Q4 		$137K Sell
283
-20
-7% -$10.3K 0.01% 684
2024
Q3 		$154K Hold
303
– – 0.02% 668
2024
Q2 		$136K Hold
303
– – 0.01% 660
2024
Q1 		$144K Sell
303
-327
-52% -$151K 0.02% 629
2023
Q4 		$284K Sell
630
-14
-2% -$5.59K 0.04% 417
2023
Q3 		$221K Sell
644
-36
-5% -$12.6K 0.03% 458
2023
Q2 		$238K Buy
680
+40
+6% +$13K 0.03% 430
2023
Q1 		$205K Buy
+640
New +$212K 0.03% 430

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's IT Position: Q1 2026 in Review

Sunbelt Securities held its Gartner (IT) position steady in Q1 2026 at 197 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Sunbelt Securities first reported a position in IT in Q1 2023 and has held it in 13 quarters since. The position peaked at $284K in Q4 2023. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Sunbelt Securities held 197 shares of Gartner worth $31.2K as of Q1 2026.
  • Sunbelt Securities left its Gartner share count unchanged in Q1 2026.
  • Gartner made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1161 holding.
  • Sunbelt Securities first reported a position in Gartner in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Gartner position peaked at $284K in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.