HWA
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Heritage Wealth Advisors’s Gartner IT Stock Holding History

Heritage Wealth 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
Q2 		$4.67K Hold
36
– – ﹤0.01% 573
2026
Q1 		$5.7K Buy
+36
New +$6.62K ﹤0.01% 560

Other funds holding IT

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Wealth Advisors's IT Position: Q2 2026 in Review

Heritage Wealth Advisors held its Gartner (IT) position steady in Q2 2026 at 36 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Heritage Wealth Advisors first reported a position in IT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.7K in Q1 2026. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Heritage Wealth Advisors held 36 shares of Gartner worth $4.67K as of Q2 2026.
  • Heritage Wealth Advisors left its Gartner share count unchanged in Q2 2026.
  • Gartner made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • Heritage Wealth Advisors first reported a position in Gartner in Q1 2026 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Gartner position peaked at $5.7K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.