Kestra Advisory Services
IT icon

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
Q3 		$305K Buy
+1,636
New +$279K ﹤0.01% 2949
2026
Q2 		– Sell
-2,941
Closed -$466K – 3311
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Kestra Advisory Services's IT Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in Gartner (IT) in Q3 2026: 1,636 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #2949 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in IT as recently as Q1 2026.

Kestra Advisory Services first reported a position in IT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.13M in Q3 2024. 321 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Kestra Advisory Services held 1,636 shares of Gartner worth $305K as of Q3 2026.
  • Gartner was a new Kestra Advisory Services position in Q3 2026.
  • Gartner made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2949 holding.
  • Kestra Advisory Services first reported a position in Gartner in Q4 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Gartner position peaked at $2.13M in Q3 2024.
  • 321 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.