EI
IT icon

Ellevest Inc’s Gartner IT Stock Holding History

Ellevest Inc’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 		$201K Sell
1,267
-705
-36% -$130K 0.03% 418
2025
Q4 		$497K Buy
1,972
+28
+1% +$6.74K 0.07% 227
2025
Q3 		$511K Buy
1,944
+368
+23% +$107K 0.07% 218
2025
Q2 		$637K Sell
1,576
-110
-7% -$46K 0.1% 151
2025
Q1 		$708K Sell
1,686
-40
-2% -$19.7K 0.05% 145
2024
Q4 		$836K Buy
1,726
+5
+0.3% +$2.58K 0.05% 125
2024
Q3 		$872K Buy
1,721
+58
+3% +$27.9K 0.05% 125
2024
Q2 		$747K Buy
1,663
+17
+1% +$7.56K 0.04% 136
2024
Q1 		$785K Buy
1,646
+132
+9% +$60.8K 0.05% 129
2023
Q4 		$683K Sell
1,514
-71
-4% -$28.4K 0.05% 135
2023
Q3 		$545K Sell
1,585
-40
-2% -$14K 0.04% 136
2023
Q2 		$569K Buy
1,625
+147
+10% +$47.9K 0.04% 130
2023
Q1 		$481K Sell
1,478
-56
-4% -$18.5K 0.04% 146
2022
Q4 		$516K Buy
1,534
+113
+8% +$36.5K 0.04% 118
2022
Q3 		$393K Sell
1,421
-120
-8% -$33.6K 0.04% 127
2022
Q2 		$373K Buy
1,541
+61
+4% +$16.2K 0.04% 150
2022
Q1 		$440K Buy
1,480
+177
+14% +$51.2K 0.04% 151
2021
Q4 		$436K Buy
1,303
+5
+0.4% +$1.61K 0.04% 137
2021
Q3 		$394K Buy
1,298
+18
+1% +$5.22K 0.04% 129
2021
Q2 		$310K Buy
1,280
+148
+13% +$32.4K 0.03% 160
2021
Q1 		$207K Buy
1,132
+158
+16% +$27.5K 0.03% 217
2020
Q4 		$156K Buy
974
+123
+14% +$17.7K 0.02% 216
2020
Q3 		$106K Buy
851
+243
+40% +$30.9K 0.02% 243
2020
Q2 		$74K Buy
608
+333
+121% +$38.5K 0.02% 292
2020
Q1 		$27K Buy
275
+97
+54% +$13.3K 0.01% 372
2019
Q4 		$27K Buy
+178
New +$27.2K 0.01% 358

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

Ellevest Inc's IT Position: Q1 2026 in Review

Ellevest Inc reduced its Gartner (IT) stake by 36% in Q1 2026, selling an estimated $130K and leaving 1,267 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #418.

Ellevest Inc first reported a position in IT in Q4 2019 and has held it in 26 quarters since. The position peaked at $872K in Q3 2024. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Ellevest Inc held 1,267 shares of Gartner worth $201K as of Q1 2026.
  • Ellevest Inc sold 705 Gartner shares in Q1 2026, an estimated $130K.
  • Gartner made up 0.03% of Ellevest Inc's portfolio in Q1 2026, its #418 holding.
  • Ellevest Inc first reported a position in Gartner in Q4 2019 and has held it in 26 quarters since.
  • Ellevest Inc's Gartner position peaked at $872K in Q3 2024.
  • 713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.