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 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

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

Larson Financial Group's IT Position: Q2 2026 in Review

Larson Financial Group increased its Gartner (IT) stake by 63% in Q2 2026, buying an estimated $13.7K and bringing the position to 235 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Larson Financial Group first reported a position in IT in Q2 2022 and has held it in 15 quarters since. The position peaked at $441K in Q3 2024. 651 funds tracked by Wall St. Rank hold IT as of Q2 2026.

Larson Financial Group held 235 shares of Gartner worth $30.5K as of Q2 2026.
Larson Financial Group bought 91 Gartner shares in Q2 2026, an estimated $13.7K.
Gartner made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1767 holding.
Larson Financial Group first reported a position in Gartner in Q2 2022 and has held it in 15 quarters since.
Larson Financial Group's Gartner position peaked at $441K in Q3 2024.
651 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.