West Branch Capital’s Gartner IT Stock Holding History

West Branch 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 Q2	–	Sell	-21	Closed	-$3.33K	–	370
2026 Q1	$3.33K	Sell	21 -64	-75%	-$11.8K	﹤0.01%	291
2025 Q4	$21.4K	Hold	85	–	–	0.01%	190
2025 Q3	$22.3K	Buy	85 +20	+31%	+$5.83K	0.01%	198
2025 Q2	$26.3K	Hold	65	–	–	0.01%	191
2025 Q1	$27.3K	Hold	65	–	–	0.01%	191
2024 Q4	$31.5K	Hold	65	–	–	0.01%	181
2024 Q3	$32.9K	Buy	65 +1	+2%	+$481	0.01%	183
2024 Q2	$28.7K	Hold	64	–	–	0.01%	196
2024 Q1	$30.5K	Hold	64	–	–	0.01%	192
2023 Q4	$28.9K	Hold	64	–	–	0.01%	198
2023 Q3	$22K	Hold	64	–	–	0.01%	216
2023 Q2	$22.4K	Hold	64	–	–	0.01%	219
2023 Q1	$20.9K	Hold	64	–	–	0.01%	227
2022 Q4	$21.5K	Hold	64	–	–	0.01%	221
2022 Q3	$18K	Hold	64	–	–	0.01%	235
2022 Q2	$15K	Hold	64	–	–	0.01%	246
2022 Q1	$19K	Hold	64	–	–	0.01%	245
2021 Q4	$21K	Hold	64	–	–	0.01%	261
2021 Q3	$19K	Hold	64	–	–	0.01%	248
2021 Q2	$16K	Buy	+64	New	+$14K	0.01%	274

Other funds holding IT

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $90.7M AUM

COA

Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

West Branch Capital's IT Position: Q2 2026 in Review

West Branch Capital sold out of Gartner (IT) in Q2 2026, closing a stake of 21 shares — an estimated $3.33K sold.

West Branch Capital first reported a position in IT in Q2 2021 and held it in 20 quarters. The position peaked at $32.9K in Q3 2024. 96 funds tracked by Wall St. Rank hold IT as of Q2 2026.

West Branch Capital reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 21 Gartner shares in Q2 2026, an estimated $3.33K.
West Branch Capital first reported a position in Gartner in Q2 2021 and held it in 20 quarters.
West Branch Capital's Gartner position peaked at $32.9K in Q3 2024.
96 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.