FFA
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Frazier Financial Advisors’s Gartner IT Stock Holding History

Frazier 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 		$9.34K Hold
59
– – 0.01% 421
2025
Q4 		$14.9K Hold
59
– – 0.01% 303
2025
Q3 		$15.5K Hold
59
– – 0.01% 295
2025
Q2 		$23.8K Hold
59
– – 0.02% 242
2025
Q1 		$24.8K Hold
59
– – 0.02% 216
2024
Q4 		$28.6K Sell
59
-18
-23% -$9.28K 0.02% 201
2024
Q3 		$39K Sell
77
-6
-7% -$2.88K 0.03% 169
2024
Q2 		$37.3K Buy
83
+24
+41% +$10.7K 0.03% 186
2024
Q1 		$28.1K Hold
59
– – 0.02% 219
2023
Q4 		$26.6K Buy
+59
New +$23.6K 0.02% 201

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

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

Frazier Financial Advisors held its Gartner (IT) position steady in Q1 2026 at 59 shares worth $9.34K. The position accounts for 0.01% of the portfolio, ranked #421.

Frazier Financial Advisors first reported a position in IT in Q4 2023 and has held it in 10 quarters since. The position peaked at $39K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Frazier Financial Advisors held 59 shares of Gartner worth $9.34K as of Q1 2026.
  • Frazier Financial Advisors left its Gartner share count unchanged in Q1 2026.
  • Gartner made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #421 holding.
  • Frazier Financial Advisors first reported a position in Gartner in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's Gartner position peaked at $39K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.