APFP
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Action Point Financial Planning’s Gartner IT Stock Holding History

Action Point Financial Planning’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 		$2.2K Buy
+18
New +$2.71K ﹤0.01% 2220

Other funds holding IT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Action Point Financial Planning's IT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Gartner (IT) in Q2 2026: 18 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #2220 among its holdings.

646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Action Point Financial Planning held 18 shares of Gartner worth $2.2K as of Q2 2026.
  • Gartner was a new Action Point Financial Planning position in Q2 2026.
  • Gartner made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2220 holding.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.