FSAG
IT icon

Financial Solutions Advisory Group’s Gartner IT Stock Holding History

Financial Solutions Advisory Group’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 		$229K Sell
1,727
-135
-7% -$20.3K 0.03% 171
2026
Q1 		$295K Buy
+1,862
New +$343K 0.04% 137

Other funds holding IT

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TIM
Triad Investment Management Newport Beach, California $90.7M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Solutions Advisory Group's IT Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Gartner (IT) stake by 7.3% in Q2 2026, selling an estimated $20.3K and leaving 1,727 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #171.

Financial Solutions Advisory Group first reported a position in IT in Q1 2026 and has held it in 2 quarters since. The position peaked at $295K in Q1 2026. 111 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Financial Solutions Advisory Group held 1,727 shares of Gartner worth $229K as of Q2 2026.
  • Financial Solutions Advisory Group sold 135 Gartner shares in Q2 2026, an estimated $20.3K.
  • Gartner made up 0.03% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #171 holding.
  • Financial Solutions Advisory Group first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's Gartner position peaked at $295K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.