Nicola Wealth Management’s Gartner IT Stock Holding History

Nicola 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	-35,500	Closed	-$8.96M	–	66
2025 Q4	$8.96M	Buy	+35,500	New	+$8.54M	0.81%	45

Other funds holding IT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nicola Wealth Management sold out of Gartner (IT) in Q1 2026, closing a stake of 35,500 shares — an estimated $8.96M sold.

Nicola Wealth Management first reported a position in IT in Q4 2025 and held it in 1 quarter. The position peaked at $8.96M in Q4 2025. 713 funds tracked by Wall St. Rank hold IT as of Q1 2026.

Nicola Wealth Management reported no remaining Gartner position as of Q1 2026 after selling out during the quarter.
Nicola Wealth Management sold 35,500 Gartner shares in Q1 2026, an estimated $8.96M.
Nicola Wealth Management first reported a position in Gartner in Q4 2025 and held it in 1 quarter.
Nicola Wealth Management's Gartner position peaked at $8.96M in Q4 2025.
713 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

Based on Nicola Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.