EWA
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EverSource Wealth Advisors’s Gartner IT Stock Holding History

EverSource 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
Q2 		$278K Sell
2,145
-573
-21% -$86.3K 0.01% 841
2026
Q1 		$430K Buy
2,718
+771
+40% +$142K 0.01% 665
2025
Q4 		$491K Buy
1,947
+531
+38% +$128K 0.02% 550
2025
Q3 		$372K Buy
1,416
+658
+87% +$192K 0.01% 617
2025
Q2 		$306K Buy
758
+335
+79% +$140K 0.01% 660
2025
Q1 		$178K Sell
423
-1
-0.2% -$493 0.01% 698
2024
Q4 		$205K Buy
424
+28
+7% +$14.4K 0.01% 645
2024
Q3 		$201K Buy
396
+13
+3% +$6.25K 0.01% 555
2024
Q2 		$192K Buy
383
+108
+39% +$48K 0.01% 571
2024
Q1 		$113K Buy
275
+38
+16% +$17.5K 0.01% 668
2023
Q4 		$107K Buy
237
+74
+45% +$29.6K 0.01% 614
2023
Q3 		$56K Buy
163
+58
+55% +$20.2K 0.01% 763
2023
Q2 		$36.8K Buy
105
+10
+11% +$3.26K ﹤0.01% 953
2023
Q1 		$30.9K Hold
95
– – ﹤0.01% 949
2022
Q4 		$31.9K Buy
95
+25
+36% +$8.07K ﹤0.01% 927
2022
Q3 		$19K Buy
70
+44
+169% +$12.3K ﹤0.01% 925
2022
Q2 		$6K Buy
26
+8
+44% +$2.13K ﹤0.01% 1197
2022
Q1 		$5K Sell
18
-5
-22% -$1.45K ﹤0.01% 1253
2021
Q4 		$7K Buy
+23
New +$7.39K ﹤0.01% 1112

Other funds holding IT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

EverSource Wealth Advisors's IT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Gartner (IT) stake by 21% in Q2 2026, selling an estimated $86.3K and leaving 2,145 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #841.

EverSource Wealth Advisors first reported a position in IT in Q4 2021 and has held it in 19 quarters since. The position peaked at $491K in Q4 2025. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • EverSource Wealth Advisors held 2,145 shares of Gartner worth $278K as of Q2 2026.
  • EverSource Wealth Advisors sold 573 Gartner shares in Q2 2026, an estimated $86.3K.
  • Gartner made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #841 holding.
  • EverSource Wealth Advisors first reported a position in Gartner in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Gartner position peaked at $491K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.