KAS
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Kestra Advisory Services’s Gartner IT Stock Holding History

Kestra Advisory Services’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 		$466K Sell
2,941
-691
-19% -$127K ﹤0.01% 2281
2025
Q4 		$916K Sell
3,632
-37
-1% -$8.9K ﹤0.01% 1721
2025
Q3 		$964K Buy
3,669
+321
+10% +$93.6K ﹤0.01% 1619
2025
Q2 		$1.35M Buy
3,348
+154
+5% +$64.4K 0.01% 1306
2025
Q1 		$1.34M Sell
3,194
-112
-3% -$55.2K 0.01% 1206
2024
Q4 		$1.6M Sell
3,306
-907
-22% -$468K 0.01% 1120
2024
Q3 		$2.13M Sell
4,213
-257
-6% -$124K 0.01% 928
2024
Q2 		$2.01M Buy
4,470
+91
+2% +$40.5K 0.01% 956
2024
Q1 		$2.09M Sell
4,379
-264
-6% -$122K 0.01% 857
2023
Q4 		$2.09M Buy
4,643
+240
+5% +$95.9K 0.02% 774
2023
Q3 		$1.51M Buy
4,403
+352
+9% +$123K 0.01% 799
2023
Q2 		$1.42M Buy
4,051
+115
+3% +$37.4K 0.01% 827
2023
Q1 		$1.28M Sell
3,936
-1,886
-32% -$623K 0.01% 827
2022
Q4 		$1.96M Buy
5,822
+395
+7% +$127K 0.02% 756
2022
Q3 		$1.5M Buy
5,427
+1,382
+34% +$387K 0.02% 786
2022
Q2 		$978K Buy
4,045
+414
+11% +$110K 0.01% 985
2022
Q1 		$1.08M Sell
3,631
-636
-15% -$184K 0.01% 922
2021
Q4 		$1.43M Sell
4,267
-592
-12% -$190K 0.01% 830
2021
Q3 		$1.48M Buy
4,859
+493
+11% +$143K 0.01% 827
2021
Q2 		$1.06M Buy
4,366
+555
+15% +$121K 0.01% 913
2021
Q1 		$696K Buy
3,811
+2,343
+160% +$407K 0.01% 1030
2020
Q4 		$233K Buy
+1,468
New +$211K ﹤0.01% 1621

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

Kestra Advisory Services's IT Position: Q1 2026 in Review

Kestra Advisory Services reduced its Gartner (IT) stake by 19% in Q1 2026, selling an estimated $127K and leaving 2,941 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

Kestra Advisory Services first reported a position in IT in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.13M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Kestra Advisory Services held 2,941 shares of Gartner worth $466K as of Q1 2026.
  • Kestra Advisory Services sold 691 Gartner shares in Q1 2026, an estimated $127K.
  • Gartner made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2281 holding.
  • Kestra Advisory Services first reported a position in Gartner in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's Gartner position peaked at $2.13M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.