HIA
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HFM Investment Advisors’s Gartner IT Stock Holding History

HFM Investment 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 		$519 Buy
+4
New +$602 ﹤0.01% 978
2025
Q3 		– Sell
-3
Closed -$1.21K – 1293
2025
Q2 		$1.21K Buy
3
+2
+200% +$837 ﹤0.01% 299
2025
Q1 		$420 Buy
+1
New +$493 ﹤0.01% 347

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's IT Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Gartner (IT) in Q2 2026: 4 shares worth $519. The stake represents ﹤0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in IT as recently as Q2 2025.

HFM Investment Advisors first reported a position in IT in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.21K in Q2 2025. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • HFM Investment Advisors held 4 shares of Gartner worth $519 as of Q2 2026.
  • Gartner was a new HFM Investment Advisors position in Q2 2026.
  • Gartner made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #978 holding.
  • HFM Investment Advisors first reported a position in Gartner in Q1 2025 and has held it in 3 quarters since.
  • HFM Investment Advisors's Gartner position peaked at $1.21K in Q2 2025.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.