UC
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Unio Capital’s Gartner IT Stock Holding History

Unio Capital’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
-98,185
Closed -$24.8M – 25
2025
Q4 		$24.8M Buy
98,185
+20,932
+27% +$5.04M 4.66% 13
2025
Q3 		$20.3M Buy
77,253
+42,556
+123% +$12.4M 4.84% 13
2025
Q2 		$14M Buy
34,697
+11,313
+48% +$4.73M 4.13% 15
2025
Q1 		$9.82M Sell
23,384
-256
-1% -$126K 3.77% 15
2024
Q4 		$11.5M Buy
23,640
+8,976
+61% +$4.63M 4.1% 16
2024
Q3 		$7.43M Sell
14,664
-198
-1% -$95.2K 3% 18
2024
Q2 		$6.67M Buy
14,862
+1,443
+11% +$642K 2.8% 19
2024
Q1 		$6.4M Buy
13,419
+6,171
+85% +$2.84M 2.82% 19
2023
Q4 		$3.27M Buy
+7,248
New +$2.9M 1.67% 21

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

Unio Capital's IT Position: Q1 2026 in Review

Unio Capital sold out of Gartner (IT) in Q1 2026, closing a stake of 98,185 shares — an estimated $24.8M sold.

Unio Capital first reported a position in IT in Q4 2023 and held it in 9 quarters. The position peaked at $24.8M in Q4 2025. 716 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Unio Capital reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Unio Capital sold 98,185 Gartner shares in Q1 2026, an estimated $24.8M.
  • Unio Capital first reported a position in Gartner in Q4 2023 and held it in 9 quarters.
  • Unio Capital's Gartner position peaked at $24.8M in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Unio Capital's 13F filing for Q1 2026, filed 15 May 2026.