JSW
IT icon

Journey Strategic Wealth’s Gartner IT Stock Holding History

Journey Strategic Wealth’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 		$211K Buy
1,334
+368
+38% +$67.7K 0.01% 745
2025
Q4 		$244K Sell
966
-111
-10% -$26.7K 0.01% 604
2025
Q3 		$283K Buy
+1,077
New +$314K 0.01% 503

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

Journey Strategic Wealth's IT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Gartner (IT) stake by 38% in Q1 2026, buying an estimated $67.7K and bringing the position to 1,334 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #745.

Journey Strategic Wealth first reported a position in IT in Q3 2025 and has held it in 3 quarters since. The position peaked at $283K in Q3 2025. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Journey Strategic Wealth held 1,334 shares of Gartner worth $211K as of Q1 2026.
  • Journey Strategic Wealth bought 368 Gartner shares in Q1 2026, an estimated $67.7K.
  • Gartner made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #745 holding.
  • Journey Strategic Wealth first reported a position in Gartner in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's Gartner position peaked at $283K in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.