Kaufman Rossin Wealth’s Gartner IT Stock Holding History

Kaufman Rossin 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	–	Sell	-1,073	Closed	-$271K	–	135
2025 Q4	$271K	Buy	1,073 +105	+11%	+$25.3K	0.14%	119
2025 Q3	$254K	Buy	+968	New	+$282K	0.14%	113

Other funds holding IT

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Kaufman Rossin Wealth's IT Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Gartner (IT) in Q1 2026, closing a stake of 1,073 shares — an estimated $271K sold.

Kaufman Rossin Wealth first reported a position in IT in Q3 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 719 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Kaufman Rossin Wealth reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Kaufman Rossin Wealth sold 1,073 Gartner shares in Q1 2026, an estimated $271K.
Kaufman Rossin Wealth first reported a position in Gartner in Q3 2025 and held it in 2 quarters.
Kaufman Rossin Wealth's Gartner position peaked at $271K in Q4 2025.
719 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.