Elwood & Goetz Wealth Advisory Group’s Gartner IT Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	-1,344	Closed	-$339K	–	143
2025 Q4	$339K	Sell	1,344 -295	-18%	-$71K	0.06%	95
2025 Q3	$431K	Buy	1,639 +88	+6%	+$25.7K	0.08%	72
2025 Q2	$627K	Hold	1,551	–	–	0.14%	45
2025 Q1	$651K	Hold	1,551	–	–	0.16%	38
2024 Q4	$751K	Sell	1,551 -163	-10%	-$84K	0.18%	39
2024 Q3	$869K	Hold	1,714	–	–	0.22%	35
2024 Q2	$770K	Buy	1,714 +420	+32%	+$187K	0.22%	33
2024 Q1	$617K	Buy	+1,294	New	+$596K	0.15%	45

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's IT Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Gartner (IT) in Q1 2026, closing a stake of 1,344 shares — an estimated $339K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in IT in Q1 2024 and held it in 8 quarters. The position peaked at $869K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Elwood & Goetz Wealth Advisory Group reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 1,344 Gartner shares in Q1 2026, an estimated $339K.
Elwood & Goetz Wealth Advisory Group first reported a position in Gartner in Q1 2024 and held it in 8 quarters.
Elwood & Goetz Wealth Advisory Group's Gartner position peaked at $869K in Q3 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.