AWA
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Aaron Wealth Advisors’s Gartner IT Stock Holding History

Aaron Wealth Advisors’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
-799
Closed -$202K – 732
2025
Q4 		$202K Buy
+799
New +$192K 0.01% 662
2025
Q1 		– Sell
-443
Closed -$215K – 473
2024
Q4 		$215K Sell
443
-133
-23% -$68.6K 0.02% 419
2024
Q3 		$292K Buy
+576
New +$277K 0.03% 310
2022
Q2 		– Sell
-215
Closed -$64K – 509
2022
Q1 		$64K Buy
+215
New +$62.3K 0.01% 372

Other funds holding IT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's IT Position: Q1 2026 in Review

Aaron Wealth Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 799 shares — an estimated $202K sold.

Aaron Wealth Advisors first reported a position in IT in Q1 2022 and held it in 4 quarters. The position peaked at $292K in Q3 2024. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Aaron Wealth Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 799 Gartner shares in Q1 2026, an estimated $202K.
  • Aaron Wealth Advisors first reported a position in Gartner in Q1 2022 and held it in 4 quarters.
  • Aaron Wealth Advisors's Gartner position peaked at $292K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Aaron Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.