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 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

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

Larson Financial Group's IT Position: Q1 2026 in Review

Larson Financial Group reduced its Gartner (IT) stake by 45% in Q1 2026, selling an estimated $21.7K and leaving 144 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Larson Financial Group first reported a position in IT in Q2 2022 and has held it in 14 quarters since. The position peaked at $441K in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Larson Financial Group held 144 shares of Gartner worth $22.8K as of Q1 2026.
Larson Financial Group sold 118 Gartner shares in Q1 2026, an estimated $21.7K.
Gartner made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1775 holding.
Larson Financial Group first reported a position in Gartner in Q2 2022 and has held it in 14 quarters since.
Larson Financial Group's Gartner position peaked at $441K in Q3 2024.
712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.