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
Q1 		$5.7K Buy
+36
New +$6.62K ﹤0.01% 560

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

Heritage Wealth Advisors's IT Position: Q1 2026 in Review

Heritage Wealth Advisors opened a new position in Gartner (IT) in Q1 2026: 36 shares worth $5.7K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings.

712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Heritage Wealth Advisors held 36 shares of Gartner worth $5.7K as of Q1 2026.
  • Gartner was a new Heritage Wealth Advisors position in Q1 2026.
  • Gartner made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #560 holding.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.