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Marshall Financial Group (Maryland)’s Gartner IT Stock Holding History

Marshall Financial Group (Maryland)’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
-3,532
Closed -$559K – 326
2026
Q1 		$559K Buy
3,532
+203
+6% +$37.4K 0.09% 195
2025
Q4 		$840K Buy
+3,329
New +$801K 0.16% 142
2022
Q4 		– Sell
-3,053
Closed -$845K – 186
2022
Q3 		$845K Buy
3,053
+15
+0.5% +$4.21K 0.36% 88
2022
Q2 		$735K Buy
+3,038
New +$808K 0.29% 114

Other funds holding IT

BAMCO Inc
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Gartner (IT) in Q2 2026, closing a stake of 3,532 shares — an estimated $559K sold.

Marshall Financial Group (Maryland) first reported a position in IT in Q2 2022 and held it in 4 quarters. The position peaked at $845K in Q3 2022. 653 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Gartner position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,532 Gartner shares in Q2 2026, an estimated $559K.
  • Marshall Financial Group (Maryland) first reported a position in Gartner in Q2 2022 and held it in 4 quarters.
  • Marshall Financial Group (Maryland)'s Gartner position peaked at $845K in Q3 2022.
  • 653 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.