Financial Consulate’s Gartner IT Stock Holding History

Financial Consulate’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	-20	Closed	-$5.05K	–	1445
2025 Q4	$5.05K	Buy	20 +15	+300%	+$3.61K	﹤0.01%	743
2025 Q3	$1.31K	Buy	+5	New	+$1.46K	﹤0.01%	835

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

Financial Consulate's IT Position: Q1 2026 in Review

Financial Consulate sold out of Gartner (IT) in Q1 2026, closing a stake of 20 shares — an estimated $5.05K sold.

Financial Consulate first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $5.05K in Q4 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Financial Consulate reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 20 Gartner shares in Q1 2026, an estimated $5.05K.
Financial Consulate first reported a position in Gartner in Q3 2025 and held it in 2 quarters.
Financial Consulate's Gartner position peaked at $5.05K in Q4 2025.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.