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 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

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

Kestra Advisory Services's IT Position: Q2 2026 in Review

Kestra Advisory Services sold out of Gartner (IT) in Q2 2026, closing a stake of 2,941 shares — an estimated $466K sold.

Kestra Advisory Services first reported a position in IT in Q4 2020 and held it in 22 quarters. The position peaked at $2.13M in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Kestra Advisory Services reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,941 Gartner shares in Q2 2026, an estimated $466K.
Kestra Advisory Services first reported a position in Gartner in Q4 2020 and held it in 22 quarters.
Kestra Advisory Services's Gartner position peaked at $2.13M in Q3 2024.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.