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BOLTON SECURITIES CORPORATION’s Gartner IT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$92.3K Hold
495
– – ﹤0.01% 1153
2026
Q2 		$64.2K Buy
495
+118
+31% +$17.8K ﹤0.01% 1249
2026
Q1 		$59.7K Buy
+377
New +$69.4K ﹤0.01% 1183
2025
Q3 		$131K Buy
+500
New +$146K 0.01% 871
2025
Q1 		$474K Buy
+1,130
New +$557K 0.03% 492

Other funds holding IT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Gartner (IT) position steady in Q3 2026 at 495 shares worth $92.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

BOLTON SECURITIES CORPORATION first reported a position in IT in Q1 2025 and has held it in 5 quarters since. The position peaked at $474K in Q1 2025. 453 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 495 shares of Gartner worth $92.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Gartner share count unchanged in Q3 2026.
  • Gartner made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1153 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Gartner in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Gartner position peaked at $474K in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.