Larson Financial Group
IT icon

Larson Financial Group’s Gartner IT Stock Holding History

Larson Financial Group’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 		$177K Buy
950
+715
+304% +$122K ﹤0.01% 989
2026
Q2 		$30.5K Buy
235
+91
+63% +$13.7K ﹤0.01% 1767
2026
Q1 		$22.8K Sell
144
-118
-45% -$21.7K ﹤0.01% 1775
2025
Q4 		$66.1K Buy
262
+243
+1,279% +$58.5K ﹤0.01% 1105
2025
Q3 		$5K Sell
19
-618
-97% -$180K ﹤0.01% 2353
2025
Q2 		$257K Sell
637
-291
-31% -$122K 0.01% 609
2025
Q1 		$390K Buy
928
+264
+40% +$130K 0.02% 461
2024
Q4 		$322K Sell
664
-206
-24% -$106K 0.02% 466
2024
Q3 		$441K Buy
+870
New +$418K 0.03% 364
2024
Q1 		– Sell
-3
Closed -$1.35K – 1852
2023
Q4 		$1.35K Hold
3
– – ﹤0.01% 1419
2023
Q3 		$1.03K Hold
3
– – ﹤0.01% 1487
2023
Q2 		$1.05K Hold
3
– – ﹤0.01% 1362
2023
Q1 		$977 Hold
3
– – ﹤0.01% 1347
2022
Q4 		$1.01K Hold
3
– – ﹤0.01% 1292
2022
Q3 		$1K Hold
3
– – ﹤0.01% 1216
2022
Q2 		$1K Buy
+3
New +$798 ﹤0.01% 1119

Other funds holding IT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Black Creek Investment Management
Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Larson Financial Group's IT Position: Q3 2026 in Review

Larson Financial Group increased its Gartner (IT) stake by 304% in Q3 2026, buying an estimated $122K and bringing the position to 950 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Larson Financial Group first reported a position in IT in Q2 2022 and has held it in 16 quarters since. The position peaked at $441K in Q3 2024. 399 funds tracked by Wall St. Rank hold IT as of Q3 2026.

  • Larson Financial Group held 950 shares of Gartner worth $177K as of Q3 2026.
  • Larson Financial Group bought 715 Gartner shares in Q3 2026, an estimated $122K.
  • Gartner made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #989 holding.
  • Larson Financial Group first reported a position in Gartner in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Gartner position peaked at $441K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Gartner as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.