MWM
IT icon

Moran Wealth Management’s Gartner IT Stock Holding History

Moran Wealth Management’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 		– Sell
-13,938
Closed -$3.52M – 518
2025
Q4 		$3.52M Buy
+13,938
New +$3.35M 0.11% 238
2025
Q3 		– Sell
-8,537
Closed -$3.45M – 521
2025
Q2 		$3.45M Sell
8,537
-18,660
-69% -$7.81M 0.11% 236
2025
Q1 		$11.4M Sell
27,197
-27,827
-51% -$13.7M 0.38% 82
2024
Q4 		$26.7M Sell
55,024
-50
-0.1% -$25.8K 0.85% 22
2024
Q3 		$27.9M Sell
55,074
-150
-0.3% -$72.1K 0.86% 24
2024
Q2 		$24.8M Sell
55,224
-29
-0.1% -$12.9K 0.82% 26
2024
Q1 		$26.3M Sell
55,253
-497
-0.9% -$229K 0.85% 18
2023
Q4 		$25.1M Buy
55,750
+27,688
+99% +$11.1M 0.89% 20
2023
Q3 		$9.64M Sell
28,062
-79
-0.3% -$27.6K 0.37% 101
2023
Q2 		$9.86M Sell
28,141
-545
-2% -$177K 0.37% 98
2023
Q1 		$9.35M Buy
+28,686
New +$9.48M 0.35% 106

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's IT Position: Q1 2026 in Review

Moran Wealth Management sold out of Gartner (IT) in Q1 2026, closing a stake of 13,938 shares — an estimated $3.52M sold.

Moran Wealth Management first reported a position in IT in Q1 2023 and held it in 11 quarters. The position peaked at $27.9M in Q3 2024. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Moran Wealth Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 13,938 Gartner shares in Q1 2026, an estimated $3.52M.
  • Moran Wealth Management first reported a position in Gartner in Q1 2023 and held it in 11 quarters.
  • Moran Wealth Management's Gartner position peaked at $27.9M in Q3 2024.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.