CFFP
IT icon

Center for Financial Planning’s Gartner IT Stock Holding History

Center for 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
Q1 		– Sell
-17
Closed -$4.29K – 693
2025
Q4 		$4.29K Buy
+17
New +$4.09K ﹤0.01% 570
2023
Q1 		– Sell
-8
Closed -$2.69K – 547
2022
Q4 		$2.69K Buy
+8
New +$2.58K ﹤0.01% 444
2020
Q1 		– Sell
-17
Closed -$3K – 587
2019
Q4 		$3K Buy
+17
New +$2.6K ﹤0.01% 405

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

Center for Financial Planning's IT Position: Q1 2026 in Review

Center for Financial Planning sold out of Gartner (IT) in Q1 2026, closing a stake of 17 shares — an estimated $4.29K sold.

Center for Financial Planning first reported a position in IT in Q4 2019 and held it in 3 quarters. The position peaked at $4.29K in Q4 2025. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Center for Financial Planning reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 17 Gartner shares in Q1 2026, an estimated $4.29K.
  • Center for Financial Planning first reported a position in Gartner in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's Gartner position peaked at $4.29K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.