GVAG
IT icon

Great Valley Advisor Group’s Gartner IT Stock Holding History

Great Valley Advisor 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
Q1 		– Sell
-1,010
Closed -$255K – 1022
2025
Q4 		$255K Sell
1,010
-510
-34% -$123K ﹤0.01% 818
2025
Q3 		$399K Buy
1,520
+718
+90% +$209K 0.01% 691
2025
Q2 		$325K Sell
802
-3
-0.4% -$1.25K 0.01% 722
2025
Q1 		$338K Sell
805
-95
-11% -$46.8K 0.01% 686
2024
Q4 		$436K Buy
+900
New +$464K 0.01% 603

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 $3.37T AUM 44.26% 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

Great Valley Advisor Group's IT Position: Q1 2026 in Review

Great Valley Advisor Group sold out of Gartner (IT) in Q1 2026, closing a stake of 1,010 shares — an estimated $255K sold.

Great Valley Advisor Group first reported a position in IT in Q4 2024 and held it in 5 quarters. The position peaked at $436K in Q4 2024. 718 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Great Valley Advisor Group reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,010 Gartner shares in Q1 2026, an estimated $255K.
  • Great Valley Advisor Group first reported a position in Gartner in Q4 2024 and held it in 5 quarters.
  • Great Valley Advisor Group's Gartner position peaked at $436K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.