Kestra Private Wealth Services’s Gartner IT Stock Holding History

Kestra Private Wealth 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	$457K	Buy	2,886 +173	+6%	+$31.8K	0.01%	1259
2025 Q4	$684K	Buy	+2,713	New	+$653K	0.01%	999
2025 Q3	–	Sell	-1,424	Closed	-$576K	–	1717
2025 Q2	$576K	Sell	1,424 -654	-31%	-$274K	0.01%	963
2025 Q1	$872K	Sell	2,078 -620	-23%	-$306K	0.01%	726
2024 Q4	$1.31M	Buy	2,698 +472	+21%	+$243K	0.02%	557
2024 Q3	$1.13M	Buy	2,226 +226	+11%	+$109K	0.02%	578
2024 Q2	$898K	Buy	2,000 +589	+42%	+$262K	0.02%	611
2024 Q1	$672K	Buy	+1,411	New	+$649K	0.02%	687
2022 Q4	–	Sell	-824	Closed	-$228K	–	946
2022 Q3	$228K	Buy	+824	New	+$231K	0.01%	736
2022 Q2	–	Sell	-687	Closed	-$204K	–	967
2022 Q1	$204K	Buy	+687	New	+$199K	0.01%	884

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Private Wealth Services's IT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Gartner (IT) stake by 6.4% in Q1 2026, buying an estimated $31.8K and bringing the position to 2,886 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #1259.

Kestra Private Wealth Services first reported a position in IT in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Kestra Private Wealth Services held 2,886 shares of Gartner worth $457K as of Q1 2026.
Kestra Private Wealth Services bought 173 Gartner shares in Q1 2026, an estimated $31.8K.
Gartner made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1259 holding.
Kestra Private Wealth Services first reported a position in Gartner in Q1 2022 and has held it in 10 quarters since.
Kestra Private Wealth Services's Gartner position peaked at $1.31M in Q4 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.