EWP
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Elevation Wealth Partners’s Gartner IT Stock Holding History

Elevation Wealth Partners’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
-32
Closed -$8.07K – 1110
2025
Q4 		$8.07K Buy
32
+9
+39% +$2.17K ﹤0.01% 526
2025
Q3 		$6.05K Buy
+23
New +$6.71K ﹤0.01% 451
2024
Q3 		– Sell
-6
Closed -$2.69K – 515
2024
Q2 		$2.69K Buy
+6
New +$2.67K ﹤0.01% 434

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 $3.37T AUM 44.26% 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

Elevation Wealth Partners's IT Position: Q1 2026 in Review

Elevation Wealth Partners sold out of Gartner (IT) in Q1 2026, closing a stake of 32 shares — an estimated $8.07K sold.

Elevation Wealth Partners first reported a position in IT in Q2 2024 and held it in 3 quarters. The position peaked at $8.07K in Q4 2025. 716 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Elevation Wealth Partners reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 32 Gartner shares in Q1 2026, an estimated $8.07K.
  • Elevation Wealth Partners first reported a position in Gartner in Q2 2024 and held it in 3 quarters.
  • Elevation Wealth Partners's Gartner position peaked at $8.07K in Q4 2025.
  • 716 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Elevation Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.