FFA
IT icon

Florida Financial Advisors’s Gartner IT Stock Holding History

Florida Financial 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
-1,155
Closed -$291K – 327
2025
Q4 		$291K Buy
+1,155
New +$278K 0.08% 219
2025
Q3 		– Sell
-573
Closed -$232K – 281
2025
Q2 		$232K Buy
573
+93
+19% +$38.9K 0.08% 237
2025
Q1 		$202K Sell
480
-88
-15% -$43.4K 0.08% 246
2024
Q4 		$275K Buy
568
+60
+12% +$30.9K 0.12% 153
2024
Q3 		$258K Buy
508
+53
+12% +$25.5K 0.13% 145
2024
Q2 		$204K Buy
+455
New +$202K 0.12% 142

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 $3.38T AUM 44.17% 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

Florida Financial Advisors's IT Position: Q1 2026 in Review

Florida Financial Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 1,155 shares — an estimated $291K sold.

Florida Financial Advisors first reported a position in IT in Q2 2024 and held it in 6 quarters. The position peaked at $291K in Q4 2025. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Florida Financial Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Florida Financial Advisors sold 1,155 Gartner shares in Q1 2026, an estimated $291K.
  • Florida Financial Advisors first reported a position in Gartner in Q2 2024 and held it in 6 quarters.
  • Florida Financial Advisors's Gartner position peaked at $291K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.