MA
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Mutual Advisors’s Gartner IT Stock Holding History

Mutual Advisors’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
-953
Closed -$240K – 1367
2025
Q4 		$240K Sell
953
-50
-5% -$12K 0.01% 1180
2025
Q3 		$252K Sell
1,003
-176
-15% -$51.3K 0.01% 1128
2025
Q2 		$420K Buy
1,179
+578
+96% +$242K 0.01% 862
2025
Q1 		$250K Buy
601
+73
+14% +$36K 0.01% 953
2024
Q4 		$270K Sell
528
-14
-3% -$7.22K 0.01% 917
2024
Q3 		$281K Sell
542
-94
-15% -$45.2K 0.01% 922
2024
Q2 		$299K Buy
636
+82
+15% +$36.5K 0.01% 882
2024
Q1 		$264K Buy
+554
New +$255K 0.01% 918
2021
Q4 		– Sell
-1,581
Closed -$480K – 909
2021
Q3 		$480K Buy
+1,581
New +$458K 0.03% 551

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

Mutual Advisors's IT Position: Q1 2026 in Review

Mutual Advisors sold out of Gartner (IT) in Q1 2026, closing a stake of 953 shares — an estimated $240K sold.

Mutual Advisors first reported a position in IT in Q3 2021 and held it in 9 quarters. The position peaked at $480K in Q3 2021. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • Mutual Advisors reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 953 Gartner shares in Q1 2026, an estimated $240K.
  • Mutual Advisors first reported a position in Gartner in Q3 2021 and held it in 9 quarters.
  • Mutual Advisors's Gartner position peaked at $480K in Q3 2021.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.