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Westerkirk Capital’s Gartner IT Stock Holding History

Westerkirk 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 		$584K Hold
3,691
– – 0.06% 138
2025
Q4 		$931K Buy
3,691
+800
+28% +$193K 0.09% 111
2025
Q3 		$760K Hold
2,891
– – 0.09% 170
2025
Q2 		$1.17M Buy
+2,891
New +$1.21M 0.14% 132

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westerkirk Capital's IT Position: Q1 2026 in Review

Westerkirk Capital held its Gartner (IT) position steady in Q1 2026 at 3,691 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #138.

Westerkirk Capital first reported a position in IT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q2 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Westerkirk Capital held 3,691 shares of Gartner worth $584K as of Q1 2026.
  • Westerkirk Capital left its Gartner share count unchanged in Q1 2026.
  • Gartner made up 0.06% of Westerkirk Capital's portfolio in Q1 2026, its #138 holding.
  • Westerkirk Capital first reported a position in Gartner in Q2 2025 and has held it in 4 quarters since.
  • Westerkirk Capital's Gartner position peaked at $1.17M in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Westerkirk Capital's 13F filing for Q1 2026, filed 14 May 2026.