Trust Asset Management’s Gartner IT Stock Holding History

Trust Asset 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 Q1	–	Sell	-857	Closed	-$216K	–	231
2025 Q4	$216K	Sell	857 -33	-4%	-$7.94K	0.01%	217
2025 Q3	$234K	Hold	890	–	–	0.02%	215
2025 Q2	$360K	Hold	890	–	–	0.03%	164
2025 Q1	$374K	Sell	890 -33	-4%	-$16.3K	0.03%	158
2024 Q4	$447K	Hold	923	–	–	0.04%	141
2024 Q3	$468K	Hold	923	–	–	0.04%	144
2024 Q2	$414K	Hold	923	–	–	0.03%	147
2024 Q1	$440K	Hold	923	–	–	0.04%	143
2023 Q4	$416K	Hold	923	–	–	0.04%	144
2023 Q3	$317K	Hold	923	–	–	0.03%	149
2023 Q2	$323K	Hold	923	–	–	0.03%	157
2023 Q1	$301K	Buy	923 +12	+1%	+$3.97K	0.03%	161
2022 Q4	$306K	Hold	911	–	–	0.04%	157
2022 Q3	$252K	Buy	911 +52	+6%	+$14.6K	0.03%	161
2022 Q2	$208K	Buy	859 +12	+1%	+$3.19K	0.03%	181
2022 Q1	$252K	Sell	847 -11	-1%	-$3.19K	0.03%	174
2021 Q4	$287K	Hold	858	–	–	0.04%	173
2021 Q3	$261K	Buy	+858	New	+$249K	0.04%	173

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Trust Asset Management's IT Position: Q1 2026 in Review

Trust Asset Management sold out of Gartner (IT) in Q1 2026, closing a stake of 857 shares — an estimated $216K sold.

Trust Asset Management first reported a position in IT in Q3 2021 and held it in 18 quarters. The position peaked at $468K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Trust Asset Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Trust Asset Management sold 857 Gartner shares in Q1 2026, an estimated $216K.
Trust Asset Management first reported a position in Gartner in Q3 2021 and held it in 18 quarters.
Trust Asset Management's Gartner position peaked at $468K in Q3 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Trust Asset Management's 13F filing for Q1 2026, filed 20 Apr 2026.