EWA
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EP Wealth Advisors’s Gartner IT Stock Holding History

EP Wealth Advisors’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
-1,167
Closed -$294K – 1542
2025
Q4 		$294K Buy
+1,167
New +$281K ﹤0.01% 1147
2025
Q2 		$248K Sell
613
-187
-23% -$78.2K ﹤0.01% 1128
2025
Q1 		$336K Buy
800
+38
+5% +$18.7K ﹤0.01% 859
2024
Q4 		$369K Sell
762
-279
-27% -$144K ﹤0.01% 786
2024
Q3 		$528K Buy
+1,041
New +$500K ﹤0.01% 674
2022
Q3 		– Sell
-1,268
Closed -$307K – 474
2022
Q2 		$307K Buy
1,268
+59
+5% +$15.7K 0.01% 473
2022
Q1 		$360K Sell
1,209
-12
-1% -$3.48K 0.01% 450
2021
Q4 		$408K Buy
1,221
+15
+1% +$4.82K 0.01% 397
2021
Q3 		$366K Sell
1,206
-50
-4% -$14.5K 0.01% 389
2021
Q2 		$304K Buy
1,256
+3
+0.2% +$656 0.01% 441
2021
Q1 		$229K Buy
+1,253
New +$218K 0.01% 449

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

EP Wealth Advisors's IT Position: Q1 2026 in Review

EP Wealth Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 1,167 shares — an estimated $294K sold.

EP Wealth Advisors first reported a position in IT in Q1 2021 and held it in 11 quarters. The position peaked at $528K in Q3 2024. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • EP Wealth Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,167 Gartner shares in Q1 2026, an estimated $294K.
  • EP Wealth Advisors first reported a position in Gartner in Q1 2021 and held it in 11 quarters.
  • EP Wealth Advisors's Gartner position peaked at $528K in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.