UBS AM
IT icon

UBS AM’s Gartner IT Stock Holding History

UBS AM’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 		$66.2M Sell
510,785
-261,269
-34% -$39.3M 0.01% 588
2026
Q1 		$122M Buy
772,054
+145,287
+23% +$26.7M 0.03% 472
2025
Q4 		$158M Sell
626,767
-32,528
-5% -$7.83M 0.03% 408
2025
Q3 		$173M Sell
659,295
-183,698
-22% -$53.6M 0.04% 381
2025
Q2 		$341M Buy
842,993
+172,481
+26% +$72.2M 0.07% 266
2025
Q1 		$281M Buy
670,512
+20,945
+3% +$10.3M 0.07% 285
2024
Q4 		$315M Buy
649,567
+74,422
+13% +$38.4M 0.07% 249
2024
Q3 		$291M Sell
575,145
-13,691
-2% -$6.58M 0.07% 253
2024
Q2 		$264M Buy
588,836
+127,323
+28% +$56.6M 0.08% 241
2024
Q1 		$220M Sell
461,513
-2,933
-0.6% -$1.35M 0.08% 260
2023
Q4 		$210M Sell
464,446
-55,599
-11% -$22.2M 0.08% 246
2023
Q3 		$179M Buy
520,045
+189,022
+57% +$65.9M 0.08% 261
2023
Q2 		$108M Hold
331,023
– – 0.05% 371
2023
Q1 		$108M Buy
331,023
+25,475
+8% +$8.42M 0.05% 371
2022
Q4 		$103M Sell
305,548
-2,680
-0.9% -$865K 0.05% 375
2022
Q3 		$85.3M Sell
308,228
-7,697
-2% -$2.16M 0.05% 413
2022
Q2 		$76.4M Sell
315,925
-41,950
-12% -$11.2M 0.04% 446
2022
Q1 		$106M Buy
357,875
+2,531
+0.7% +$733K 0.05% 416
2021
Q4 		$119M Sell
355,344
-5,683
-2% -$1.83M 0.05% 412
2021
Q3 		$110M Buy
361,027
+16,481
+5% +$4.78M 0.05% 399
2021
Q2 		$83.4M Buy
344,546
+27,920
+9% +$6.11M 0.04% 483
2021
Q1 		$57.8M Buy
316,626
+7,298
+2% +$1.27M 0.03% 586
2020
Q4 		$49.6M Buy
309,328
+15,908
+5% +$2.29M 0.02% 620
2020
Q3 		$36.7M Sell
293,420
-8,822
-3% -$1.12M 0.02% 616
2020
Q2 		$36.7M Sell
302,242
-52,542
-15% -$6.07M 0.02% 583
2020
Q1 		$35.3M Buy
354,784
+12,397
+4% +$1.7M 0.03% 549
2019
Q4 		$52.8M Sell
342,387
-216
-0.1% -$33K 0.03% 516
2019
Q3 		$49M Buy
342,603
+23,716
+7% +$3.45M 0.03% 514
2019
Q2 		$51.3M Buy
318,887
+11,466
+4% +$1.79M 0.04% 509
2019
Q1 		$46.6M Buy
307,421
+3,873
+1% +$538K 0.03% 509
2018
Q4 		$38.8M Buy
303,548
+251
+0.1% +$36.2K 0.03% 529
2018
Q3 		$48.1M Sell
303,297
-1,571
-0.5% -$228K 0.04% 507
2018
Q2 		$40.5M Sell
304,868
-69,180
-18% -$8.86M 0.03% 571
2018
Q1 		$44M Buy
374,048
+50,992
+16% +$6.37M 0.03% 531
2017
Q4 		$39.8M Buy
323,056
+10,018
+3% +$1.22M 0.03% 525
2017
Q3 		$38.9M Buy
313,038
+16,965
+6% +$2.1M 0.04% 512
2017
Q2 		$36.6M Sell
296,073
-19,913
-6% -$2.31M 0.04% 515
2017
Q1 		$34.1M Buy
315,986
+23,069
+8% +$2.38M 0.03% 526
2016
Q4 		$29.6M Sell
292,917
-1,611
-0.5% -$156K 0.03% 543
2016
Q3 		$26.1M Buy
294,528
+6,176
+2% +$579K 0.03% 575
2016
Q2 		$28.1M Buy
288,352
+6,719
+2% +$638K 0.03% 535
2016
Q1 		$25.2M Sell
281,633
-12,511
-4% -$1.06M 0.03% 568
2015
Q4 		$26.7M Buy
294,144
+41,278
+16% +$3.66M 0.03% 553
2015
Q3 		$21.2M Buy
252,866
+33,173
+15% +$2.89M 0.02% 658
2015
Q2 		$18.8M Buy
219,693
+162,320
+283% +$13.9M 0.02% 737
2015
Q1 		$4.81M Buy
57,373
+414
+0.7% +$34.2K ﹤0.01% 1055
2014
Q4 		$4.8M Buy
56,959
+1,800
+3% +$146K ﹤0.01% 1048
2014
Q3 		$4.05M Hold
55,159
– – ﹤0.01% 1077
2014
Q2 		$3.89M Buy
55,159
+500
+0.9% +$34.8K ﹤0.01% 1099
2014
Q1 		$3.8M Buy
54,659
+8,500
+18% +$588K ﹤0.01% 1111
2013
Q4 		$3.28M Sell
46,159
-1,900
-4% -$120K ﹤0.01% 1119
2013
Q3 		$2.88M Hold
48,059
– – ﹤0.01% 1123
2013
Q2 		$2.74M Buy
+48,059
New +$2.73M ﹤0.01% 1114

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

UBS AM's IT Position: Q2 2026 in Review

UBS AM reduced its Gartner (IT) stake by 34% in Q2 2026, selling an estimated $39.3M and leaving 510,785 shares worth $66.2M. The position accounts for 0.01% of the portfolio, ranked #588.

UBS AM first reported a position in IT in Q2 2013 and has held it in 53 quarters since. The position peaked at $341M in Q2 2025. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • UBS AM held 510,785 shares of Gartner worth $66.2M as of Q2 2026.
  • UBS AM sold 261,269 Gartner shares in Q2 2026, an estimated $39.3M.
  • Gartner made up 0.01% of UBS AM's portfolio in Q2 2026, its #588 holding.
  • UBS AM first reported a position in Gartner in Q2 2013 and has held it in 53 quarters since.
  • UBS AM's Gartner position peaked at $341M in Q2 2025.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.