Wallace Weitz’s Gartner IT Stock Holding History

Wallace Weitz’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	-24,425	Closed	-$6.16M	–	51
2025 Q4	$6.16M	Sell	24,425 -82,950	-77%	-$20M	0.37%	37
2025 Q3	$28.2M	Buy	107,375 +19,450	+22%	+$5.67M	1.53%	28
2025 Q2	$35.5M	Hold	87,925	–	–	1.91%	24
2025 Q1	$36.9M	Buy	87,925 +23,500	+36%	+$11.6M	1.96%	21
2024 Q4	$31.2M	Hold	64,425	–	–	1.61%	25
2024 Q3	$32.6M	Hold	64,425	–	–	1.61%	27
2024 Q2	$28.9M	Hold	64,425	–	–	1.52%	27
2024 Q1	$30.7M	Sell	64,425 -19,075	-23%	-$8.78M	1.55%	26
2023 Q4	$37.7M	Sell	83,500 -56,550	-40%	-$22.6M	1.99%	19
2023 Q3	$48.1M	Hold	140,050	–	–	2.65%	15
2023 Q2	$49.1M	Sell	140,050 -240	-0.2%	-$78.2K	2.61%	17
2023 Q1	$45.7M	Buy	140,290 +400	+0.3%	+$132K	2.63%	15
2022 Q4	$47M	Hold	139,890	–	–	2.67%	15
2022 Q3	$38.7M	Hold	139,890	–	–	2.28%	18
2022 Q2	$33.8M	Buy	139,890 +11,911	+9%	+$3.17M	1.77%	22
2022 Q1	$38.1M	Buy	+127,979	New	+$37.1M	1.69%	22

Other funds holding IT

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

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wallace Weitz's IT Position: Q1 2026 in Review

Wallace Weitz sold out of Gartner (IT) in Q1 2026, closing a stake of 24,425 shares — an estimated $6.16M sold.

Wallace Weitz first reported a position in IT in Q1 2022 and held it in 16 quarters. The position peaked at $49.1M in Q2 2023. 716 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Wallace Weitz reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Wallace Weitz sold 24,425 Gartner shares in Q1 2026, an estimated $6.16M.
Wallace Weitz first reported a position in Gartner in Q1 2022 and held it in 16 quarters.
Wallace Weitz's Gartner position peaked at $49.1M in Q2 2023.
716 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Weitz Investment Management's 13F filing for Q1 2026, filed 14 May 2026.