EF
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Empowered Funds’s Gartner IT Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-2,186
Closed -$735K – 609
2022
Q4 		$735K Buy
+2,186
New +$705K 0.05% 308

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

Empowered Funds's IT Position: Q1 2026 in Review

Empowered Funds opened a new position in Gartner (IT) in Q1 2026: 14,837 shares worth $2.35M. The stake represents 0.02% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Empowered Funds previously reported a position in IT as recently as Q3 2025.

Empowered Funds first reported a position in IT in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.7M in Q3 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Empowered Funds held 14,837 shares of Gartner worth $2.35M as of Q1 2026.
  • Gartner was a new Empowered Funds position in Q1 2026.
  • Gartner made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #1021 holding.
  • Empowered Funds first reported a position in Gartner in Q4 2021 and has held it in 15 quarters since.
  • Empowered Funds's Gartner position peaked at $11.7M in Q3 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.