AWA
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Arkadios Wealth Advisors’s Gartner IT Stock Holding History

Arkadios 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 		$1.61M Buy
10,156
+3,679
+57% +$677K 0.03% 600
2025
Q4 		$1.63M Sell
6,477
-10
-0.2% -$2.41K 0.03% 516
2025
Q3 		$1.71M Buy
6,487
+2,316
+56% +$675K 0.04% 441
2025
Q2 		$1.69M Sell
4,171
-2,725
-40% -$1.14M 0.05% 390
2025
Q1 		$2.89M Buy
6,896
+4,352
+171% +$2.14M 0.11% 217
2024
Q4 		$1.23M Sell
2,544
-93
-4% -$47.9K 0.07% 289
2024
Q3 		$1.34M Buy
2,637
+332
+14% +$160K 0.08% 253
2024
Q2 		$1.04M Buy
2,305
+396
+21% +$176K 0.07% 275
2024
Q1 		$910K Buy
1,909
+341
+22% +$157K 0.07% 258
2023
Q4 		$707K Buy
1,568
+67
+4% +$26.8K 0.06% 289
2023
Q3 		$516K Buy
1,501
+154
+11% +$53.7K 0.05% 330
2023
Q2 		$472K Sell
1,347
-32
-2% -$10.4K 0.05% 322
2023
Q1 		$449K Buy
1,379
+311
+29% +$103K 0.05% 328
2022
Q4 		$359K Sell
1,068
-115
-10% -$37.1K 0.05% 355
2022
Q3 		$327K Sell
1,183
-224
-16% -$62.8K 0.05% 355
2022
Q2 		$340K Buy
1,407
+624
+80% +$166K 0.05% 365
2022
Q1 		$233K Buy
+783
New +$227K 0.03% 488
2021
Q3 		– Sell
-36
Closed -$8K – 1953
2021
Q2 		$8K Buy
+36
New +$7.88K ﹤0.01% 1594

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Gartner (IT) stake by 57% in Q1 2026, buying an estimated $677K and bringing the position to 10,156 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #600.

Arkadios Wealth Advisors first reported a position in IT in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.89M in Q1 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Arkadios Wealth Advisors held 10,156 shares of Gartner worth $1.61M as of Q1 2026.
  • Arkadios Wealth Advisors bought 3,679 Gartner shares in Q1 2026, an estimated $677K.
  • Gartner made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #600 holding.
  • Arkadios Wealth Advisors first reported a position in Gartner in Q2 2021 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's Gartner position peaked at $2.89M in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.