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Aptus Capital Advisors’s Gartner IT Stock Holding History

Aptus Capital 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
-1,066
Closed -$269K – 1735
2025
Q4 		$269K Buy
1,066
+147
+16% +$35.4K ﹤0.01% 927
2025
Q3 		$242K Sell
919
-13
-1% -$3.79K ﹤0.01% 910
2025
Q2 		$377K Buy
932
+37
+4% +$15.5K ﹤0.01% 755
2025
Q1 		$376K Sell
895
-405
-31% -$200K ﹤0.01% 724
2024
Q4 		$630K Buy
1,300
+432
+50% +$223K 0.01% 577
2024
Q3 		$440K Buy
868
+82
+10% +$39.4K 0.01% 571
2024
Q2 		$353K Buy
786
+38
+5% +$16.9K 0.01% 580
2024
Q1 		$357K Sell
748
-11
-1% -$5.06K 0.01% 586
2023
Q4 		$342K Sell
759
-74
-9% -$29.6K 0.01% 445
2023
Q3 		$286K Buy
833
+147
+21% +$51.3K 0.01% 483
2023
Q2 		$240K Buy
686
+17
+3% +$5.54K 0.01% 453
2023
Q1 		$218K Buy
+669
New +$221K 0.01% 456

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

Aptus Capital Advisors's IT Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 1,066 shares — an estimated $269K sold.

Aptus Capital Advisors first reported a position in IT in Q1 2023 and held it in 12 quarters. The position peaked at $630K in Q4 2024. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Aptus Capital Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 1,066 Gartner shares in Q1 2026, an estimated $269K.
  • Aptus Capital Advisors first reported a position in Gartner in Q1 2023 and held it in 12 quarters.
  • Aptus Capital Advisors's Gartner position peaked at $630K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.