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Buttonwood Financial Advisors’s Gartner IT Stock Holding History

Buttonwood Financial 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
-6,033
Closed -$1.52M – 109
2025
Q4 		$1.52M Buy
6,033
+20
+0.3% +$4.81K 0.51% 42
2025
Q3 		$1.58M Buy
+6,013
New +$1.75M 0.54% 39

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

Buttonwood Financial Advisors's IT Position: Q1 2026 in Review

Buttonwood Financial Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 6,033 shares — an estimated $1.52M sold.

Buttonwood Financial Advisors first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $1.58M in Q3 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Buttonwood Financial Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Buttonwood Financial Advisors sold 6,033 Gartner shares in Q1 2026, an estimated $1.52M.
  • Buttonwood Financial Advisors first reported a position in Gartner in Q3 2025 and held it in 2 quarters.
  • Buttonwood Financial Advisors's Gartner position peaked at $1.58M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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