Wakefield Asset Management’s Gartner IT Stock Holding History

Wakefield 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 Q2	$241K	Buy	+1,862	New	+$280K	0.05%	216
2024 Q1	–	Sell	-7,197	Closed	-$3.25M	–	160
2023 Q4	$3.25M	Buy	7,197 +70	+1%	+$28K	1.2%	29
2023 Q3	$2.45M	Sell	7,127 -482	-6%	-$168K	1.11%	33
2023 Q2	$2.67M	Sell	7,609 -476	-6%	-$155K	1.06%	34
2023 Q1	$2.63M	Sell	8,085 -44	-0.5%	-$14.5K	1.09%	32
2022 Q4	$2.73M	Sell	8,129 -1,142	-12%	-$369K	1.16%	27
2022 Q3	$2.56M	Sell	9,271 -1,272	-12%	-$357K	1.18%	21
2022 Q2	$2.55M	Buy	+10,543	New	+$2.8M	1.09%	26

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wakefield Asset Management's IT Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in Gartner (IT) in Q2 2026: 1,862 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #216 among its holdings. This is a return to the name: Wakefield Asset Management previously reported a position in IT as recently as Q4 2023.

Wakefield Asset Management first reported a position in IT in Q2 2022 and has held it in 8 quarters since. The position peaked at $3.25M in Q4 2023. 650 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Wakefield Asset Management held 1,862 shares of Gartner worth $241K as of Q2 2026.
Gartner was a new Wakefield Asset Management position in Q2 2026.
Gartner made up 0.05% of Wakefield Asset Management's portfolio in Q2 2026, its #216 holding.
Wakefield Asset Management first reported a position in Gartner in Q2 2022 and has held it in 8 quarters since.
Wakefield Asset Management's Gartner position peaked at $3.25M in Q4 2023.
650 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.