GoalVest Advisory’s Gartner IT Stock Holding History

GoalVest Advisory’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 Q3	$4.29K	Buy	+23	New	+$3.92K	﹤0.01%	585
2022 Q2	–	Sell	-1	Closed	–	–	424
2022 Q1	$0	Buy	+1	New	+$290	﹤0.01%	442

Other funds holding IT

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GoalVest Advisory's IT Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Gartner (IT) in Q3 2026: 23 shares worth $4.29K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in IT as recently as Q1 2022.

GoalVest Advisory first reported a position in IT in Q1 2022 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold IT as of Q3 2026.

GoalVest Advisory held 23 shares of Gartner worth $4.29K as of Q3 2026.
Gartner was a new GoalVest Advisory position in Q3 2026.
Gartner made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #585 holding.
GoalVest Advisory first reported a position in Gartner in Q1 2022 and has held it in 2 quarters since.
14 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.