MFG
IT icon

Merit Financial Group’s Gartner IT Stock Holding History

Merit 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 		$1.63M Buy
12,579
+3,855
+44% +$581K 0.01% 842
2026
Q1 		$1.38M Buy
8,724
+200
+2% +$36.8K 0.01% 847
2025
Q4 		$2.15M Buy
8,524
+2,842
+50% +$684K 0.02% 622
2025
Q3 		$1.49M Buy
5,682
+3,126
+122% +$912K 0.01% 685
2025
Q2 		$1.03M Buy
2,556
+714
+39% +$299K 0.01% 774
2025
Q1 		$773K Buy
1,842
+249
+16% +$123K 0.01% 763
2024
Q4 		$772K Buy
+1,593
New +$821K 0.01% 575
2024
Q3 		– Sell
-1,221
Closed -$548K – 898
2024
Q2 		$548K Buy
1,221
+76
+7% +$33.8K 0.01% 559
2024
Q1 		$491K Buy
+1,145
New +$527K 0.01% 572

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 $3.37T AUM 44.26% 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

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

Merit Financial Group increased its Gartner (IT) stake by 44% in Q2 2026, buying an estimated $581K and bringing the position to 12,579 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #842.

Merit Financial Group first reported a position in IT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.15M in Q4 2025. 646 funds tracked by Wall St. Rank hold IT as of Q2 2026.

  • Merit Financial Group held 12,579 shares of Gartner worth $1.63M as of Q2 2026.
  • Merit Financial Group bought 3,855 Gartner shares in Q2 2026, an estimated $581K.
  • Gartner made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #842 holding.
  • Merit Financial Group first reported a position in Gartner in Q1 2024 and has held it in 9 quarters since.
  • Merit Financial Group's Gartner position peaked at $2.15M in Q4 2025.
  • 646 funds tracked by Wall St. Rank held Gartner as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.