JFS Wealth Advisors’s Gartner IT Stock Holding History

JFS 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	$1.81K	Sell	14 -13	-48%	-$1.96K	﹤0.01%	1642
2026 Q1	$4.28K	Sell	27 -35	-56%	-$6.44K	﹤0.01%	1249
2025 Q4	$15.6K	Buy	62 +9	+17%	+$2.17K	﹤0.01%	829
2025 Q3	$13.9K	Sell	53 -46	-46%	-$13.4K	﹤0.01%	793
2025 Q2	$40K	Sell	99 -12	-11%	-$5.02K	﹤0.01%	509
2025 Q1	$46.6K	Sell	111 -10	-8%	-$4.93K	﹤0.01%	488
2024 Q4	$58.6K	Sell	121 -2	-2%	-$1.03K	﹤0.01%	433
2024 Q3	$62.3K	Buy	123 +1	+0.8%	+$481	﹤0.01%	431
2024 Q2	$54.8K	Hold	122	–	–	﹤0.01%	402
2024 Q1	$58.2K	Hold	122	–	–	﹤0.01%	403
2023 Q4	$55K	Hold	122	–	–	﹤0.01%	388
2023 Q3	$41.9K	Hold	122	–	–	﹤0.01%	400
2023 Q2	$42.7K	Hold	122	–	–	﹤0.01%	391
2023 Q1	$39.7K	Sell	122 -2	-2%	-$661	﹤0.01%	403
2022 Q4	$41.7K	Hold	124	–	–	﹤0.01%	391
2022 Q3	$34K	Sell	124 -7	-5%	-$1.96K	﹤0.01%	453
2022 Q2	$32K	Buy	131 +14	+12%	+$3.73K	﹤0.01%	490
2022 Q1	$35K	Buy	117 +100	+588%	+$29K	﹤0.01%	490
2021 Q4	$6K	Buy	+17	New	+$5.47K	﹤0.01%	762

Other funds holding IT

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Gartner (IT) stake by 48% in Q2 2026, selling an estimated $1.96K and leaving 14 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

JFS Wealth Advisors first reported a position in IT in Q4 2021 and has held it in 19 quarters since. The position peaked at $62.3K in Q3 2024. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

JFS Wealth Advisors held 14 shares of Gartner worth $1.81K as of Q2 2026.
JFS Wealth Advisors sold 13 Gartner shares in Q2 2026, an estimated $1.96K.
Gartner made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1642 holding.
JFS Wealth Advisors first reported a position in Gartner in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Gartner position peaked at $62.3K in Q3 2024.
646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.