Triad Investment Management’s Gartner IT Stock Holding History

Triad Investment Management’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	$3.96M	Buy	30,530 +6,928	+29%	+$1.04M	4.36%	10
2026 Q1	$3.74M	Buy	23,602 +12,696	+116%	+$2.34M	4.41%	10
2025 Q4	$2.75M	Buy	+10,906	New	+$2.62M	2.79%	16
2024 Q1	$4.77M	Sell	10,015 -1,699	-15%	-$782K	5.79%	2
2023 Q4	$5.28M	Buy	11,714 +102	+0.9%	+$40.7K	6.94%	1
2023 Q3	$3.99M	Buy	11,612 +226	+2%	+$78.8K	5.83%	2
2023 Q2	$3.99M	Buy	11,386 +2	+0%	+$651	5.55%	2
2023 Q1	$3.71M	Buy	11,384 +243	+2%	+$80.3K	5.39%	2
2022 Q4	$3.74M	Buy	11,141 +74	+0.7%	+$23.9K	5.86%	2
2022 Q3	$3.06M	Sell	11,067 -372	-3%	-$104K	5.32%	3
2022 Q2	$2.77M	Sell	11,439 -2,981	-21%	-$793K	4.1%	5
2022 Q1	$4.29M	Buy	14,420 +320	+2%	+$92.7K	4.06%	5
2021 Q4	$4.71M	Buy	+14,100	New	+$4.53M	4.28%	4
2020 Q4	$2.1M	Buy	+13,083	New	+$1.88M	2.33%	21

Other funds holding IT

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

COA

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Triad Investment Management's IT Position: Q2 2026 in Review

Triad Investment Management increased its Gartner (IT) stake by 29% in Q2 2026, buying an estimated $1.04M and bringing the position to 30,530 shares worth $3.96M. The position accounts for 4.36% of the portfolio, ranked #10.

Triad Investment Management first reported a position in IT in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.28M in Q4 2023. 121 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Triad Investment Management held 30,530 shares of Gartner worth $3.96M as of Q2 2026.
Triad Investment Management bought 6,928 Gartner shares in Q2 2026, an estimated $1.04M.
Gartner made up 4.36% of Triad Investment Management's portfolio in Q2 2026, its #10 holding.
Triad Investment Management first reported a position in Gartner in Q4 2020 and has held it in 14 quarters since.
Triad Investment Management's Gartner position peaked at $5.28M in Q4 2023.
121 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.