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Beacon Pointe Advisors’s Gartner IT Stock Holding History

Beacon Pointe 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
-1,114
Closed -$281K – 1867
2025
Q4 		$281K Buy
1,114
+232
+26% +$55.8K ﹤0.01% 1292
2025
Q3 		$232K Sell
882
-1,112
-56% -$324K ﹤0.01% 1268
2025
Q2 		$806K Sell
1,994
-359
-15% -$150K 0.01% 734
2025
Q1 		$988K Buy
2,353
+551
+31% +$272K 0.01% 641
2024
Q4 		$873K Sell
1,802
-226
-11% -$117K 0.01% 671
2024
Q3 		$1.03M Sell
2,028
-207
-9% -$99.5K 0.01% 627
2024
Q2 		$1M Sell
2,235
-301
-12% -$134K 0.01% 641
2024
Q1 		$1.21M Buy
2,536
+96
+4% +$44.2K 0.01% 637
2023
Q4 		$1.1M Sell
2,440
-67
-3% -$26.8K 0.01% 633
2023
Q3 		$861K Buy
+2,507
New +$875K 0.01% 677
2022
Q2 		– Sell
-8,485
Closed -$2.52M – 1146
2022
Q1 		$2.52M Buy
8,485
+6,626
+356% +$1.92M 0.03% 402
2021
Q4 		$621K Buy
+1,859
New +$598K 0.02% 496
2021
Q3 		– Sell
-1,653
Closed -$400K – 937
2021
Q2 		$400K Buy
+1,653
New +$362K 0.01% 557

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

Beacon Pointe Advisors's IT Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 1,114 shares — an estimated $281K sold.

Beacon Pointe Advisors first reported a position in IT in Q2 2021 and held it in 13 quarters. The position peaked at $2.52M in Q1 2022. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,114 Gartner shares in Q1 2026, an estimated $281K.
  • Beacon Pointe Advisors first reported a position in Gartner in Q2 2021 and held it in 13 quarters.
  • Beacon Pointe Advisors's Gartner position peaked at $2.52M in Q1 2022.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.