SPL
IT icon

Superior Planning, LLC’s Gartner IT Stock Holding History

Superior Planning, LLC’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 		$3.36K Buy
+18
New +$3.07K ﹤0.01% 1359

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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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

Superior Planning, LLC's IT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Gartner (IT) in Q3 2026: 18 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

477 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Superior Planning, LLC held 18 shares of Gartner worth $3.36K as of Q3 2026.
  • Gartner was a new Superior Planning, LLC position in Q3 2026.
  • Gartner made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1359 holding.
  • 477 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.