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Financial Network Wealth Advisors’s Gartner IT Stock Holding History

Financial Network 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
-3
Closed -$757 – 849
2025
Q4 		$757 Hold
3
– – ﹤0.01% 820
2025
Q3 		$789 Sell
3
-63
-95% -$18.4K ﹤0.01% 817
2025
Q2 		$26.7K Hold
66
– – 0.03% 329
2025
Q1 		$27.7K Buy
66
+6
+10% +$2.96K 0.04% 310
2024
Q4 		$29.1K Sell
60
-72
-55% -$37.1K 0.05% 251
2024
Q3 		$66.9K Sell
132
-3
-2% -$1.44K 0.06% 252
2024
Q2 		$60.7K Buy
+135
New +$60.1K 0.05% 282

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

Financial Network Wealth Advisors's IT Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 3 shares — an estimated $757 sold.

Financial Network Wealth Advisors first reported a position in IT in Q2 2024 and held it in 7 quarters. The position peaked at $66.9K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 3 Gartner shares in Q1 2026, an estimated $757.
  • Financial Network Wealth Advisors first reported a position in Gartner in Q2 2024 and held it in 7 quarters.
  • Financial Network Wealth Advisors's Gartner position peaked at $66.9K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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